Today, we break from financial conversations to celebrate the season with you. We know that’s going to be a tall order this year.
The Incoming Administration and plans for Social Security
Under the Biden Administration's social security plan, the 12.4% Social Security tax would be collected on earnings up to the regular wage base ($142,800 in 2021) as well as on earnings over $400,000. These additional revenues would be used to expand benefits for specific groups of people. Find out how this might apply to you.
Six Financial Best Practices for Year-End 2020
Presidential Election Reflection
Dollar Cost Averaging vs Lump Sum Investing – Actual Returns: Part 2 of 2
Dollar Cost Averaging vs. Lump Sum Investing: Part 1 of 2
What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals. Read More >
Why is there so much Market Volatility?
Matters vs Control
Eight “Best/Worst” Wealth Strategies During the Coronavirus
For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting routines you have long taken for granted. Let’s cover eight of the most and least effective ways to spend your time shoring up your financial well-being in the time of the coronavirus.
