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.
Financial News for the Week of January 22, 2021
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
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
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
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.
2021 Tax Rates and Deductions
The New IRS Tax Rates and Deductions for 2021 Although a year away, your 2021 tax planning should have already started Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax…
Financial News for the Week of January 15, 2021
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK President-elect Biden unveiled a proposal for a new relief package this week. The $1.9 trillion plan includes additional one-time stimulus checks, unemployment benefit supplements and funding for state and…
Financial News for the Week of January 8, 2021
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Unprecedented events rocked the U.S. Capitol this week. Ultimately, Congress certified Joe Biden as the next President and President Trump agreed to a peaceful transition of power. The Democrats took control of…