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…


business succession

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 January 22, 2021

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…