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Blog2020-08-26T08:29:19-06:00

The Covid Economy, a Year Later

April 12th, 2021|

This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” The lockdowns and shelter-in-place orders dealt a ...

What to Know About Biden’s Proposed Tax Policy

April 12th, 2021|

To fund his large-scale infrastructure initiative, President Biden is planning to increase taxes. While these plans are still subject to significant change, it is time to start learning about the proposed changes to see if you could be affected. Forewarned is forearmed. Today’s tax rates ...

Avoiding 7 Retirement Traps

April 12th, 2021|

You have saved and invested for decades and you are gearing up for retirement, or maybe you have already left your job. While the idea of leaving your career behind may be appealing, it is a monumental change that can also be unsettling for some ...

Money Problems Couples Can Avoid

March 30th, 2021|

“Stop in the name of love, before you break my heart.” We know The Supremes weren’t alluding to the pitfalls couples face when they grapple over money issues. But our own experience tells us that money plus love can lead into minefields we’d rather avoid. ...

7 Steps for Staying Ahead of Scammers

February 26th, 2021|

When was the last time you received a phone call or email from a scammer? It you were contacted recently, you aren’t alone. Internet scams show no signs of letting up. In fact, the problem may be getting worse. In its most recent report ...

New Year, Updated Tax Numbers for 2021

January 2nd, 2021|

With 2021 upon us it’s important to be armed with the most up to date information. Here is a handy sheet with all kinds of key financial numbers that can help you determine what your tax bracket is, contribution limits, and even Medicare deductibles. ...

9 Tax Facts and Tips to Save You Money

December 14th, 2020|

Tax brackets and tax rates have changed. Every year, the tax brackets for taxable income are adjusted based on the rate of inflation. Table 1 illustrates your marginal tax bracket based on taxable income. Table 1: Tax brackets for 2020 The increased standard deduction has ...

9 Smart Planning Moves to Consider at Year-End

December 14th, 2020|

1. Review Your Income or Portfolio Strategy Are you reaching a milestone in your life such as retirement or a change in your personal circumstances? Has your tolerance for taking risk changed? We experienced historic volatility this year. The broad-based S&P 500 Index lost over ...

Can I Retire Yet? How to Prepare for Retirement

November 5th, 2020|

About 10,000 Americans are retiring every day! Retirement is on the horizon and I know you’re anxiously awaiting that glorious chapter of your life. But are you really ready? Even if you’ve been saving in your retirement plans for years, there are ...

6 Steps That Put You on the Path to a Successful Retirement

October 8th, 2020|

Achieving your financial goals doesn’t just happen by itself. It takes a plan, implementing the plan, adhering to the plan, and when necessary, adjusting the plan. Simply put, failing to plan is planning to fail. Don’t plan to fail! Nearly everyone will receive Social Security, but ...

Why the Volatility in the Stock Market?

September 10th, 2020|

By Daniel Carnes   Investment analyst, financial adviser Warren Buffet has a saying, “predicting rain doesn’t count, building an ark does.” In the investing world we call this the Noah Rule. Since the 35% drop in the S&P 500 index in February/March of this year, our attitude towards the market fundamentals ...

Advice for College Students

September 10th, 2020|

Here is some advice that you may want to share with your college-bound kids/grandkids or those already in school. Or you can share with your friends/family who have kids in school. For most incoming students, the freshman year begins in late August or early September. ...

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