2020 Tax Code Changes: What You Need to Know
IRS inflation adjustments are meant to ease federal taxes for taxpayers. It pays to know the most recent changes, which you can use to prepare for the 2020 tax year.
4 Areas of Your Estate Plan to Review in Light of COVID-19
People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.
What's your mindset, Hawk or Dove?
In our position, as advisors, we believe we can’t afford either of these false extremes if we want to understand and help our clients navigate the mechanisms in the current environment we find ourselves in. We want to share this to help you asses where you stand, and decide if where you are is getting you the results you say you most want, or if there are some steps you can take now to regain the feeling of Power and Control that most of us seem to be yearning for at the moment. We hope this helps.
Economic Impact of COVID-19: 3 Next Steps For Those Struggling Financially
If COVID-19 has had a negative impact on your family's finances, we're discussing three next steps to take right now.
Have you heard about the Summer Slugger Program?
If you're looking for something unique and fun for the kids in 4-5th grade this summer - look no further!
Working Remotely? 7 Tips For Making Your Life Easier
As we all adjust to our "new normal" and work remotely for the foreseeable future, you can make things easier with these 7 helpful tips.
CARES considerations for Small Business Owners
Paraphrasing Fred Rogers, in times like these, look for the helpers. To me, helpers are ‘doers’. You remember the people who helped lead through the Financial crisis of 2008 and the corresponding recovery as a result. This time will be no different. Actions will get us through this. Here are 3 possible action steps small business owners can take, now.
Mortgage Refinancing: How the Market Downturn Has Provided an Interesting Opportunity
While concerns related to COVID-19 continue to increase, the average mortgage rate has fallen to an all time low, prompting a wave of refinancing activity.
Thinking of Investing During the Market Downturn? Make These 5 Considerations First
The recent market downturn could be a beneficial opportunity for some investors. Should you be taking advantage of today's bear market? We'll help make your decision easier with these 5 considerations.
6 Ways to Overcome Market Psychology
Market psychology can be tricky to navigate, but you can keep it from affecting you. These six tips can help you to work around these financial market cycles.
