“Stop in the name of love, before you break my heart.” We know The Supremes weren’t alluding to the pitfalls couples face when they grapple over money issues. But our own experience tells us that money plus love can lead into minefields we’d rather avoid. So, let’s recognized the obvious. Financial matters are an important ...
When was the last time you received a phone call or email from a scammer? It you were contacted recently, you aren’t alone. Internet scams show no signs of letting up. In fact, the problem may be getting worse. In its most recent report from the Internet Crime Complaint Center (IC3), the FBI said ...
How did we manage our client accounts last year? What does 2021 have in store (according to analysts)? How can you minimize your tax liability? What are some good financial new years resolutions? Tune in to our webinar to hear our fiduciary advisors discuss the answers to these questions. Daniel review what occurred in ...
With 2021 upon us it’s important to be armed with the most up to date information. Here is a handy sheet with all kinds of key financial numbers that can help you determine what your tax bracket is, contribution limits, and even Medicare deductibles. Please feel free to give us a call if you ...
Tax brackets and tax rates have changed. Every year, the tax brackets for taxable income are adjusted based on the rate of inflation. Table 1 illustrates your marginal tax bracket based on taxable income. Table 1: Tax brackets for 2020 The increased standard deduction has simplified filing for many. The standard deduction for married filing ...
1. Review Your Income or Portfolio Strategy Are you reaching a milestone in your life such as retirement or a change in your personal circumstances? Has your tolerance for taking risk changed? We experienced historic volatility this year. The broad-based S&P 500 Index lost over 30% in one month. The sell-off was steep and violent ...
Thank you to all of our clients who joined us for our fall client appreciation event at Peter’s Pumpkin patch! We enjoyed spending the day with those who joined us, so we wanted to share some fun pictures of the day.
About 10,000 Americans are retiring every day! Retirement is on the horizon and I know you’re anxiously awaiting that glorious chapter of your life. But are you really ready? Even if you’ve been saving in your retirement plans for years, there are still some things that you should do to make sure ...
Are you worried about what the election means for your finances? Wondering when the economy will recover? Hoping your finances are prepared? Tune in to our webinar to hear our fiduciary advisors discuss the answers to these questions. Daniel reviewed what occurred in the economy and the stock markets in 2020. Jaimee ...
Achieving your financial goals doesn’t just happen by itself. It takes a plan, implementing the plan, adhering to the plan, and when necessary, adjusting the plan. Simply put, failing to plan is planning to fail. Don’t plan to fail! Nearly everyone will receive Social Security, but Social Security won’t pay all the bills. Only 40% of ...