As the year draws to a close, now is a great time to review your finances and implement strategies to help minimize your tax liability. Being proactive with tax planning…

Does the Fed’s Rate Cut Really Matter?        As the Federal Reserve gears up for another rate cut, the big question looms: Will it really shake up the markets, or is…

Presents aren’t the only thing that needs wrapping up in December; it’s also the perfect time of year to make sure your financial strategy is in place! And that includes…

Everywhere you go, people are talking about cryptocurrency and the gains or losses they’ve made with it. The type of cryptocurrency I hear about the most from my kids is…

Retirement income security is one of the biggest worries among retirees and thanks to medical, health, and technology advances it is a valid one. Americans are experiencing higher life expectancy…

There is a purpose behind required minimum distributions (RMD) of tax-advantaged retirement accounts. IRAs and employer-sponsored retirement plans feature tax-deferred income contributions and earnings growth throughout the lifetime of the…

Oil prices have completely skyrocketed this year, hitting a 2 year high! It wasn’t uncommon for many to be able to fill up their gas tanks for just under half…

According to the Federal Trade Commission (FTC), there was a 70% surge of investment scams in the second quarter of 2020 compared to the second quarter of 20191. They attributed…

Are you thinking strategically about the possibility of higher taxes and their effect on your retirement assets? With the change of administration in the white house as well as a…

Sometimes it feels like tax season just sneaks up, and it’s already that time of year again! Thursday, April 15th is approaching quickly, and we wanted to help you prepare…

2020 was an impactful year to say the least. It brought a dangerous pair of crises: a worldwide pandemic and the deepest recession experienced since World War II. However, like…

The next round of government authorized stimulus went through December 28, 2020 for $600. While many are excited for this economic relief, there are many questions. Who is eligible? Individuals…