Facing Down the Fear of Running out of Money in Retirement
Facing Down the Fear of Running out of Money in Retirement Tips to avoid one of the biggest retirement worries that all of us will face Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the…
Financial News for the Week of March 5, 2021
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK The ISM indexes diverged in February, with manufacturing improving and services falling on the month. However, both remain well in expansionary territory. Vehicle sales, meanwhile, fell 5.7% to 15.7 million…
Financial News for the Week of February 26, 2021
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Federal Reserve Chairman Powell reassured markets that there will be no early tightening of monetary policy or drawdown of asset purchases even with a brighter economic outlook. Consumers remain at the…
Financial News for the Week of February 19, 2021
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK The week’s data confirmed that the U.S. economy continued to make progress early in 2021. That progress looks likely to get a substantial shot in the arm from the $1.9 trillion American Rescue Plan in the…
Sick and Family Leave for the Self-Employed
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
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
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
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
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
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.