Planning your path to prosperity.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27, 2020. This legislation provides relief for individuals and businesses negatively impacted by the coronavirus pandemic. Though the scope of the package is extensive, we will focus on a few key points for individuals. Below is a summary of […]
After hitting record highs just two weeks ago, the market is now experiencing the worst sell-off since the 2008 financial crisis. The market seems to be pricing in the worst-case scenario for the spread of the COVID-19 epidemic. A big shout-out to you, our clients, who have remained calm during this very tumultuous time. Our […]
The following information has been updated for 2019 and 2020. Another year has come quickly and we are now racing to year’s end. Before the “busy” holiday season commences, right now is the perfect time to do some last-minute year-end planning, particularly for items that have an expiration date of December 31. Income Tax Mitigation […]
BEFORE RETIREMENT A percentage of earnings is paid to Social Security throughout your working years Only the top 35 earning years (not consecutive) will be included Any years with no income will be recorded as zeros CALCULATING YOUR BENEFITS There are three factors in determining your Social Security benefits: Your Birth Year Click here to […]
1. DONATE TIME Do you enjoy cooking? Are you good with computers? Do you care about music or sports? Call up your favorite charities and see what use they might have for your particular skill set. Or if you’re passionate about a certain charity – ask them where they need help – they can help […]
This blogpost was originally published in September of 2016. Relevant information has been updated for 2018. The “relatively” quiet period between Thanksgiving and Christmas is a perfect time to do some last-minute year-end planning, particularly those that have an expiration date of December 31. Income Tax Mitigation By this time of the year, you should have […]
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Every day we take risks. For “adrenaline junkies” it may mean jumping out of an airplane at 10,000 feet, riding the steepest roller coaster in the world, or swimming with sharks. But even those of us who are more risk-averse take some risks – like driving a car or playing sports. Approximately fourteen auto-related accidents[1] […]
Are you worried about not having enough for retirement? Are you constantly checking the stock market, searching for the next “Amazon” or “Netflix,” or concerned that another economic recession is around the corner? These anxieties often lead to excessive and unnecessary trading (portfolio rebalancing), questioning of your financial future and the path you are on, […]
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