Helping pave the way towards financial freedom
Losing a friend or family member is tragic. No one looks forward to it, but it happens. And if you get a notification that you have just inherited an IRA – you’ll need to know what your options are. So what are they? Rules have changed regarding inherited IRAs. And for some reason, I’ve seen…
Summer is here. And for the first time in a long time, travel is becoming a real possibility. I just traveled with the family and felt compelled to come up with some talking points. The pandemic hasn’t disappeared but we’re turning a corner. More people are getting vaccinated against COVID-19 every day, and even more…
Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest – inflation. In fact, a recent study found that people are Googling the word “inflation” at a rapid rate, with a peak not seen since 2008….
Will we see higher taxes – as soon as 2022? More spending = higher taxes, right? That seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions more) on the table to bolster America’s crumbling infrastructure and invest in R&D. What could those tax hikes look like? Let’s consider the possibilities….
A question I got recently: “Why has GameStop, a company that sells video games and posted three straight years of losses, getting so much media attention these days?” Here’s a quick guide to the market frenzy you’re seeing in the headlines. (Disclaimer, it’s a little complicated.) What is GameStop and why does everyone care? GameStop…
We all have read about The CARES Act – which was passed in March 2020 amidst the onset of COVID-19. The package included over $2 trillion in economic relief for businesses, workers, families, and governments. Now that the year is almost over, some benefits included in the CARES Act are expiring. Many Americans have relied…
The final weeks of 2020 present a critical planning window for tax planning options—many that may disappear after December 31. In a year filled with financial and personal struggles, many investors can turn lemons into lemonade by implementing certain strategies. But, time is running out to do so. Before 2020 comes to an end, here…
Whew… What a month this has been. What a year this has been! I feel like I’ve got many more gray hairs than I did in September. How about you? How are you feeling? I have done a decent job managing the amount of media content I absorb in 2020. I used to be addicted…
We’re moments away from the U.S. Presidential election and honestly I can’t wait for the relentless politicking to be over. COVID-19 case counts are rising around the country and winter is coming. A stimulus deal to help the folks who are scraping by seems stalled. Markets are volatile (up and down). It’s challenging to feel…
Let’s talk about climate change. The wildfires, hurricanes, and floods we’ve seen in 2020 (on top of an already-awful global pandemic) make this an important conversation to have. We all know what “weather” is. It’s what we feel outside, day to day. Climate is defined as the “usual weather” of a place. So “climate change”…