Sick and Family Leave for the Self-Employed
February 18, 2021Taxes,Family Leave,Self Employed Sick and Family Leave,Sick Leave,Self EmployedTax Planning
Sick and Family Leave for the Self-Employed New form available from the IRS to claim sick and family leave tax credits The Bureau of Labor Statistics counts self-employment in different ways, but estimates that there are close to 10 million, with…
Financial News for the Week of February 12, 2021
February 12, 2021financial news,Stock Market,EconomyFinancial News
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK The headline Consumer Price Index rose 0.3% in January and was up 1.4% year-on-year. Removing food and energy prices, the core index was flat on the month and slowed to 1.4% year-on-year from 1.6% in December.…
Filing your 2020 Taxes
February 11, 2021Tax Filing,2020 Taxes,financial advisor,Financial Planning,Filing TaxesTax Planning
Filing Your 2020 Taxes Tips for paying taxes soon and what to do if you can’t pay on time When should you file your income tax? The earlier, the better; before the end of February – if you expect to get a refund. If you file by the end of February,…
Financial News for the Week of February 5, 2021
February 5, 2021financial news,Stock Market,EconomyFinancial News
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Economic data released this week was balanced enough to re-ignite optimism in financial markets without calling into question the next fiscal support package. Job market data showed a third consecutive decline…
Financial News for the Week of January 29, 2021
February 2, 2021financial news,Stock Market,EconomyFinancial News
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Data on U.S. fourth quarter GDP showed the economic recovery continuing, but at much slower pace (4% annualized) than the previous quarter (33.4%). The Federal Reserve held its policy rate unchanged, and…
Exiting with Style - Business Succession Planning
February 1, 2021Exit Plan,Business Owners,Business Financial Planning,Business Succession PlanningBusiness Planning,Educational Videos
Exiting with Style For many small business owners, the sale of their company is the foundation of their retirement plan. Learn how the right business succession plan can help you secure your retirement. Contact us today to get started.
Financial News for the Week of January 22, 2021
January 22, 2021financial news,Stock Market,Economy,Biden's InaugurationFinancial News
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK President Biden’s inauguration was the marque event this week. Previous market optimism on the stimulus potential of the new administration seemed to run out of steam at week’s end. The current administration…
Retirement Income Education
January 21, 2021Working with a financial advisor,Retirement Income,Retirement Planning,Retirement Income Education,financial advisorRetirement & Estate Planning,Financial News,Educational Videos
Retirement Income Education Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies. Contact us today to learn more.
Saving for College
January 21, 2021Saving for College,College Savings,Cost of College,Higher EducationFinancial Planning,Educational Videos
Saving for College Higher education provides your children with lifelong advantages. This video explains the importance of getting started with a college savings strategy as soon as possible. Contact us today to learn more.
Retirement Education
January 20, 2021Working with a financial advisor,Retirement Income,Retirement Planning,Retirement Income Education,financial advisorRetirement & Estate Planning,Financial News,Educational Videos
Retirement Education It’s never too early to start saving for your retirement – but it can be too late. Find out why you need to start saving for your retirement now in this video. Contact us today to learn more.
