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Tuesday, April 20, 2021

Life has a habit of coming at you fast and without warning that can significantly impact your finances. These big events can range from changing careers, changes in marital status, buying a new home, or retiring. Each of these life...

 

Thursday, March 25, 2021

March 2020 represented a period of great upheaval for people everywhere. With COVID-19 restrictions going into effect and initial efforts to flatten the curve turning life on its head, the stock market took its fair share of hits...

 

Friday, February 19, 2021

With 2020 throwing tax season and many American lives into chaos, the federal government passed the CARES Act to help address the economic crisis that we faced. In 2019, the SECURE Act was also passed to help Americans address the...

 

Monday, January 25, 2021

It comes as no surprise that the stock market currently finds itself in a state of flux. As the pandemic continues — albeit with a vaccine and a perceived end in sight — the stock market still possesses a great deal of...

 

Thursday, December 17, 2020

Thinking and planning out your future retirement can prove anxiety-inducing for many Americans. In fact, in early 2020, a survey of American workers found that 61% of them felt stressed about their retirement savings. Then the COVID-19...

 

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Wednesday, November 25, 2020

Even if you haven’t been keeping up with the news on a daily basis, it is almost certain you are aware of the tumultuous time our world has entered. With the recently contested presidential election, the evolving threat of...

 

Thursday, October 22, 2020

The fall has historically represented a highly volatile time for investors, and 2020 appears to be no different — though for vastly different reasons. As the country continues to grapple with the fallout of the COVID-19 pandemic,...

 

Thursday, October 1, 2020

Even though 2020 has been a weird year for tax filing (refund checks not going out until July!), the 2020-2021 tax season is almost upon us! With additional fallout from the 2017 Tax Cuts and Jobs Act (TCJA) continuing to be felt,...

 

Thursday, August 20, 2020

While the nation still reels from the Coronavirus sparked shutdowns, the Federal Reserve — which ultimately determines the rates in which the nation’s banks borrow money for their day to day operations — attempts to...

 

Thursday, July 30, 2020

COVID-19 has thrown the world in disarray. The economic fallout of the nationwide quarantine is still playing out in the streets and the stock market. With record-high unemployment rates, and a mostly shuttered economy to curb the...

 

Wednesday, June 24, 2020

With the passing of the SECURE Act in December 2019, rules on retirement savings have changed, meaning that your retirement plans may have to change too. Since the required minimum distribution age has shifted from 70½ to 72,...

 

Thursday, June 11, 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...

 

Thursday, June 4, 2020

As a pandemic continues to affect our nation, we continue to see our economy under strain, especially with the rising unemployment rate. Seeing these dips in the marketplace end a historic bull market as early as Q1 can understandably...