Potential Tax Law Changes Could Be On the Horizon
The big questions: Did the Build Back Better Bill pass? The short answer: No – it has not: it remains very much in question. Americans
February 18, 2022
Blog & Podcast
Retiree Tax Document Checklist: What Documents Do I Need to File Taxes?
Filing taxes is a life-long responsibility; not one to fret, but one you can learn to enjoy and make beneficial to your retirement plans. There
January 25, 2022
A New Year’s Resolution: The Importance of Proactive Tax Planning
Every time you earn, spend, save, and invest your money there are tax implications. Almost every financial decision you ever make will be taxable. Instead
January 19, 2022
How to Hire the Right Financial Advisor to Manage Your Financial Future
Shopping for a financial advisor isn’t like shopping for a pair of shoes or a new car. If you try on the shoes and they
January 5, 2022
Getting Ready to Retire – How a Financial Advisor Can Help
If retirement planning seems overwhelming, you’re not alone and you don’t have to be, either. You’re about to take a huge step into the next
December 21, 2021
How Are Financial Advisors Compensated?
How are you compensated for your work? If you are like most working professionals, your main form of compensation is a weekly or bi-monthly paycheck
November 17, 2021
Why You Need a Fiduciary Financial Advisor to Manage Your Retirement
A Do-It-Yourself approach in certain circumstances can be an effective way to save money. Renting a moving truck and doing the lifting yourself is far
November 12, 2021
10 Questions to Ask When Interviewing a Financial Advisor
October is National Financial Planning Awareness Month and as the year winds down, many Americans will have questions regarding their finances. Maybe you received a
October 12, 2021
When To Hire a Financial Advisor?
October is National Financial Planning Month! It’s a time before the holidays when everyone can take a step back and review their financial pros and
October 5, 2021
Most Popular Posts
Managing your Social Security
On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received $22.54. Before passing away in 1975,
Bank Failures, Rate Talk, and Economic Anxieties
Is the banking crisis finally in the rearview mirror? During March, Silicon Valley Bank (SVB) unexpectedly collapsed after it announced a plan to raise capital.
A Crisis of Confidence
Have you ever reflected on the foundation of the financial system? What comes to mind? Banks, investors, the stock market, the bond market, or the
A March Letter to Clients: Tax Time – Tips to Cut Your Bill
The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If
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