Annual Tax Planning Letter for 2022
As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future. As you know, we affectionately…
As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future. As you know, we affectionately…
US Markets Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. The Dow Jones Industrial Average gained 5.67%. The Standard & Poor's 500 Index picked up 5.38% and the Nasdaq Composite…
December is Identity Theft Protection Awareness Month and we’re taking this month to share some ways you can help keep your identity safe. In 2021 alone, the Federal Trade Commission received 1.4 million reports of identity theft.1 Identity theft can happen…
Stocks posted big gains in October, propelled by better-than-expected corporate reports. The Dow Jones Industrial Average led, gaining 13.95%. The Standard & Poors 500 Index tacked on 7.99% and the Nasdaq Composite added 3.90%. We are beginning to see a…
In the United States, 1 in 8 men will be diagnosed with prostate cancer in their lifetime. What is No Shave November? No Shave November is a campaign that occurs every year in the month of November to bring awareness…
There are new developments for student loan forgiveness. The application for Student Loan Forgiveness is now available. Filling out the application is easy and takes about five minutes. You don't need to log in or provide any documents. Click Here…
Series I Savings Bonds help protect your assets from inflation. With an I Bond, you earn both a fixed rate of interest and a rate that changes with inflation. Two times per year, they set the inflation rate for the…
The 3rd quarter was full of mixed emotions and uncertainty as we experienced a bear market rally during the first half of the quarter. Sentiment turned bearish in the second half of the quarter when the Federal Reserve persisted in…
October is the kickoff month for financial aid. That's when incoming and returning college students can start filing the Free Application for Federal Student Aid (FAFSA) for the next academic year. The FAFSA is a prerequisite for federal student loans,…
"Will I outlive my retirement money?" This is one of the top fears for people who are starting to prepare for their retirement years. Determining how much money you need in retirement is a process. It shouldn't be a number…