3 Things About Your Taxes That May Have Changed
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Even though it’s a busy time of year when finances can end up taking a back seat to decorating [...]
Tips to Survive Thanksgiving 2021
Thanksgiving is a day typically filled with gratitude, joy, and - most importantly - eating! Despite so much change since the pandemic, the act of devouring a great meal for Thanksgiving dinner has remained true through it all. While most of us look forward [...]
November 2021 Market Update
In this month’s market recap, we review the performance of various asset classes and the driving factors behind this performance. We also discuss the most up to date analysis of our proprietary economic model – Recession Probability Analytics. To watch this [...]
Estate Planning 101
Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. [...]
Is Any of Your Stuff Valuable?
If you’ve lived somewhere for years, you’ve probably accumulated a lot of possessions. Maybe you’re running out of space, or you’re embracing the “spark joy” minimalist movement. Either way, having less clutter in your living space and better organization can help make a world [...]
What is a Roth Conversion and Should You Do It?
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including [...]
Fall Back – November 8th, 2021
Equity markets were positive this week as hiring and PMI numbers beat expectations. Nonfarm hiring numbers were especially encouraging, as business have reported difficulty finding workers. The Fed outlined the beginning of its tapering process, which will conclude by summer 2022. While the economic [...]
New Activities to Pick Up in Your Retirement
When you finally leave the workforce, there are so many exciting aspects of your life to look forward to. During the shift from the workforce into retirement, you may find yourself with more time on your hands than you had anticipated. If you do [...]
What the High Social Security COLA Could Mean for Your Retirement Finances
Social Security recipients will see a 5.9% increase in 2022 - the largest increase since 1982! This means that the average recipient will see a $92 a month raise starting next year.[1] While this is good news, it’s important to consider what this high [...]
