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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, October 19, 2020

On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable...

 

Friday, October 16, 2020

Applications for the Free Application for Federal Student Aid (FAFSA) are now open for the academic year 2021-22. Applying for the FAFSA allows you to qualify for grants, scholarships, and other federally-sourced aid, such as...

 

Thursday, October 8, 2020

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

 

Tuesday, September 22, 2020

3 Tax-Smart Ways to Help Family Members in Need Pay for CollegeAs colleges and universities grapple with reopening during the COVID-19 pandemic, a growing number of college students and their parents find themselves struggling to pay...

 

Friday, September 18, 2020

A U.S. drug company recently said that it’s in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year.1Great news. But it seems like every few days...

 

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Friday, September 4, 2020

Rolling over the assets in your workplace retirement plan to an IRA can be a great move. IRAs typically offer more investment choices while allowing you to continue accumulating earnings on a tax-deferred basis.However, making a...

 

Monday, August 31, 2020

Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.”A look behind the headlines helps tell the story.A CNBC study found that between the stock...

 

Monday, August 10, 2020

Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There...

 

Thursday, July 30, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

 

Monday, July 13, 2020

In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?”To understand why the markets react — or...

 

Thursday, July 2, 2020

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

 

Wednesday, July 1, 2020

Americans who have been adversely affected by the COVID-19 pandemic may now be able to access retirement accounts to help cover daily expenses, penalty-free.Now, in addition to those who have lost their jobs during the COVID-19...

 

Wednesday, June 24, 2020

An “eye-popping” $2 trillion in cash has been stashed in deposit accounts at U.S. banks since the COVID-19 pandemic first hit the country in January.1This surge of money into banks has no precedent in history.Several...

 

Monday, June 8, 2020

When we think of emergency preparedness, flashlights, bottled water, and first aid kits immediately come to mind. While having a physical emergency supply kit on hand is an important first step when disaster hits, being financially...

 

Friday, June 5, 2020

On June 5, President Trump signed the Paycheck Protection Program (PPP) Flexibility Act (The Act) into law, introducing favorable changes to several issues within the PPP loan program for small businesses.The Treasury and the Small...

 

Tuesday, June 2, 2020

In recent days, we have watched as outraged and frustrated protestors spilled out into the streets of American cities. Across our communities, unhealed wounds have been brought vividly to our attention once again.Our firm is committed...

 

Wednesday, May 27, 2020

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try...

 

Monday, May 25, 2020

With deepest gratitude, we honor our fallen heroes who made the ultimate sacrifice for our freedom.Have a safe weekend and enjoy your time with friends and family.

 

Thursday, May 21, 2020

As we respond to the next phase of the COVID-19 pandemic—the return to the workplace—we want to share with you our thoughts for our team’s return.First and foremost, there are many factors to consider and prepare for...

 

Sunday, May 17, 2020

Even in “normal” times, the news can be depressing. But these days, it can seem like there’s an awful lot to worry about. Here’s a sampling of the types of headlines I’ve seen recently:Why US hospitals...

 

Friday, May 15, 2020

The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes...