End-of-Summer Financial Reset: Preparing for Q4 Tax Planning

One of the biggest news stories last month was the heightened trading activity and price volatility of GameStop and several other companies. These company’s stocks were targeted by participants using the social media platform Reddit.

With a new president and administration, now is a great time to meet with your financial professional to discuss how our new president, Joe Biden, may affect your finances, taxes, and retirement . Given the balance of the U.S.

The Social Security Administration has again approved a cost-of-living adjustment (COLA) for Social Security benefits starting in January 2021. The increase of 1.

2020 has been a year unlike any during our lifetimes with the COVID-19 pandemic and a poor economy. Many have been impacted with lay-offs and job losses and realize they were unprepared financially.

It is human nature to seek advice when things aren't going well or when an unforeseen event occurs. Some seek financial advice from a professional only when the stock market and their investments are experiencing turbulent times.

As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy.

“If the current annual inflation rate is only 2.3 percent, 1 why do my bills seem like they're 10 percent higher than last year?

2021 is a great time to focus on your retirement savings! Thanks to the power of compound interest, the more you save this upcoming year, the better off you will be later.

With the election over, investors may be wondering about market volatility as we enter 2021. Regardless of politics, short-term stock market results can vary depending on factors, including gridlock in the House and Senate , and a newly elected future Presiden

COVID-19 has changed everything from our jobs to school learning and shopping and how we plan for retirement.

As you get older, the question of when to collect Social Security retirement benefits will likely come to mind, particularly true if you plan to retire early. In a perfect world, there would be one age that would be ideal.

The coronavirus pandemic has motivated financial professionals to take full advantage of technology . Many of them are pairing various tech solutions with their unique human touch to help clients improve their financial well-being.

Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?

October is the Financial planning month and a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that keep you on track with your goals.

If you are not contributing to your health savings account (HSA), you miss out on a great way to save for health care expenses now and during retirement . HSAs allow you to save money tax-free through payroll deduction.

If you're self-employed or own a small business, you've probably considered establishing a retirement plan.

As 2020 comes to an end, more and more Americans are contemplating their decision to retire. Others are tapping their retirement savings, while some save more due to the economic fallout and impacts of COVID-19.

End Of Year $ Moves It’s that time of year again; close to the end! As we enter the last quarter of the year, remember these money moves that you still have time to make: Add to Your 401K.

Americans are starting to see the impact of increasing prices at the supermarket and the start of inflation. Also, clothing at retail stores is depleting as manufacturing has halted, creating demand for products ordinarily accessible.

Experiencing the death of a loved one and what can financially happen if not appropriately planned for is an unfortunate reality for many. Not having protection through insurance and legal documents can turn a tragic situation into a financial crisis.