Are you one of the many Americans who don’t have an estate plan? No matter how few or how many assets you have, an estate plan can help you preserve your legacy and provide clarity to your surviving family. If you’re not sure where to begin, our estate planning checklist can help you get …
Small business owners wear a lot of hats, so it’s not unusual for them to put off thoughts of retirement. We want to help them feel prepared when that day comes.
The U.S. economy returned to rapid job growth last month as fewer new COVID cases and loosening restrictions increased demand for labor. Restaurants and bars accounted for more than half the net gains, as employment in this hard-hit sector increased 286,000. Despite efforts to reopen school …
401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, wh …
During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value …
The impact of government stimulus checks continues to permeate economic data. Personal income rose 10% in January, and disposable income rose 11.4%. Where did the money go? It primarily bought goods or was saved. Goods spending rose 5.8% in January, and the personal savings rate jumped to 2 …
You want to maximize your tax situation, and our team wants to help. Follow the link to learn ways to reduce your taxes before you file this year.
