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…
Financial News for the Week of December 18, 2020
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Prospects for fiscal stimulus drove volatility in equity markets this week. Policymakers are reportedly closing in on a much-needed relief package following several months of gridlock. Economic data released…
Year-end Financial Checklist for Working Professionals
Year-end Financial Checklist for Working Professionals Set yourself up for success in the new year with a financial checkup. Here are some essential year-end tax, planning, and financial housekeeping items to consider. 1. Maximize contributions to…
Estate Planning Must Dos
Estate Planning Must-Dos 12 Estate Planning Activities to Consider Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to…
Financial News for the Week of December 11, 2020
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK The S&P 500 edged lower this week on the back up in weekly jobless claims and sentiment that negotiations over the additional relief package have come to a standstill. On the economic front, besides jobless…
Financial News for the Week of December 4, 2020
FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Financial markets remained upbeat this week, looking past the near-term risks associated with the ongoing health crisis. Economic data delivered a mixed bag. Both ISM activity indexes remained in expansionary…