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5 Benefits of Planning For Retirement Early
When you’re young and just getting started, saving money for retirement may…
Consumer Confidence Lower in September (Again)
Regardless of your confidence, everyone needs a contingency plan?  On September 28th the…
U.S. EQUITY MARKETS WERE MIXED HEADING INTO THE LABOR DAY WEEKEND NONFARM PAYROLLS UNDER PRESSURE DUE TO DELTA VARIANT?
U.S. EQUITY MARKETS WERE MIXED HEADING INTO THE LABOR DAY WEEKEND NONFARM…
Stocks Remain Strong, U.S. Passes Baton to Europe
The restart of economic activity is real, and well underway. As this…
Market Perspectives: VIX Falling, Stocks Priced for Perfection
The VIX is falling and stocks are priced for perfection. But, before…
Tax Considerations When Selling Your Small Business
Nearly half of all Americans—47.5 percent—are employed by small businesses. This means…
Biden’s Tax Plan (proposal)
On May 28, President Biden’s Major Tax Plan Proposal and Fiscal Year…
IRA’S – Traditional or Roth: Which is best?
It’s never too early to consider retirement planning, and for many of…
Creating An Ideal Retirement Isn’t Always About Money You Save
Retirement planning is serious business; you’ve worked your whole life for this…
Will The Recurring Child-Care Tax Credit Benefit the Economy?
The Biden administration has unrolled a number of tax breaks and economic…
What Is Financial Wellness?
While it’s true that money isn’t everything, it also must be said…
Understanding the Coming Inflation Problem
2020 was a tumultuous year for both the global and the US…
Fed Chair Warns of Risks, Opportunities, for US Economy
The last year has been a wild ride, from an economic perspective….
Market Perspectives: Bulls, Bears, and the end of a Pandemic
When it comes to investing, most of us consider the markets to…
The Outlook for Mortgages and Real Estate in 2021
2020 was a tumultuous year on all fronts, and most investors and…
When to Start Taking Social Security
Done correctly, retirement planning is a process that spans most of your…
About Bitcoin
Bitcoin’s been in the news for years, and with good reason. Over…
Capital Gains Taxes and When They Apply
Capital gains taxes often come shrouded in myths and misconceptions, leading to…
How We Are Regulated By The SEC
We’re humbled by the trust our clients place in us and we…
How to Choose the Right Trustee
Estate planning necessitates thoughtful consideration in selecting a trustee, a crucial decision…
What Happened With Gamestop
Let’s open this one with a caveat: the situation which we’re discussing…
How Much Home Can I Afford?
Homeownership is a cornerstone of the American dream and plays a significant…
The New Year: Partly Chaotic with a Chance for Opportunity
Happy New Year to our clients and readers. It took a few…
Five Reasons Not to Buy Annuities: Are Annuities Good or Bad Investments?
Many investors wonder if annuities are good or bad. Despite the financial…
