Tuesday, 27 September 2022 Kieran Lynch
Life insurance is a great way to ensure your loved ones have enough resources to live a fruitful life after you pass away. Not only can life insurance assist with immediate financial needs, but it can also be utilized as a valuable estate planning tool. Here are a few ways life insurance can help conserve and protect your estate.
Thursday, 22 September 2022
Have you ever heard of a 1031 Exchange? This is a little-known opportunity that could potentially save you thousands of dollars. A 1031 Exchange can be utilized when you sell an investment property and exchange it for another investment property of equal or higher value. We'll explain how it works.
Tuesday, 06 September 2022
Over the past year, we’ve seen significant price increases caused by pandemic-related shutdowns, supply chain disruptions, labor shortages, the war in Ukraine, and a host of other influences. The Consumer Price Index (CPI), a key measure of inflation, reached 9.1 percent in June 2022, setting a 40-year high. Prices for almost everything, including used cars, housing, gas, and groceries, have been prominently affected.
Here, we’ve answered common questions to help you better understand inflation, its influence on the economy, and how it can affect your retirement planning efforts.
Thursday, 01 September 2022
Whether it’s the ongoing Covid-19 pandemic; a sudden boost in prices related to gas, food, housing, and other essentials; supply chain hiccups; or an uncertain labor market, the stock market has seen plenty of ups and downs over the past six months. As always, it’s impossible to predict what the market will do on any given day, but it’s always a good idea to take deep, measured breaths and focus on basic money mantras. Doing so can help you push through any anxiety you may feel regarding your retirement account (no yoga pose required).
Tuesday, 16 August 2022
Friday, 12 August 2022
Imagine stepping into an elevator and realizing that you're about to spend the 30-second ride with someone who could make your retirement dreams come true — if only you could explain them before the doors open again. How would you summarize your financial situation, outlook, aspirations, and plans if you had 30 seconds to make an "elevator pitch" about achieving one of your most important goals?
Answering that question — and formulating your own unique retirement dream elevator pitch — could help bring your vision of the future into sharper focus.
Tuesday, 09 August 2022
Before you worry too much, you need to know a few things. Let's review a few reasons why we're not ready to call this a recession.
Wednesday, 20 July 2022
The first semester of college is an exciting time, and the perfect moment to pass along financial tips for your new college student. Oftentimes, it’s the first chance young people have to leave the nest, spread their wings, and experience the ups and downs that come with financial freedom.
Your kids have come a long way from the days of the tooth fairy and piggy banks as fiscal cornerstones. It’s critical that young people enter into this next stage of life with everything they need to not only succeed academically, but financially, too. The college student financial tips below are helpful topics to discuss with the new college students in your life to help them start off on the right foot.
Tuesday, 05 July 2022 Dennis Doble
Should you work with a tax professional? While many of our clients are adept at preparing their own tax returns, we believe that it is a wise decision to work with a tax professional. Given the complexity of our clients' tax situations, a CPA can help you implement tax strategies that can save you a lot of money in the long run.
Wednesday, 22 June 2022
As inflation has risen and stock prices have fallen, we’ve heard a lot of buzz about a bear market recently. And now we’re officially here. Traditionally defined as a period during which stock prices fall 20 percent or more from recent highs, a bear market indicates significant market and economic stress. While the Nasdaq has been in a bear market for quite some time, that index is made up primarily of technology stocks, which are notoriously volatile. Now the S&P 500 has also hit this milestone. Since this index includes the largest and best-known companies across all industries, the price drops here are a better indicator of overall market stress.
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