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Economy

Is My Money Safe?

This brief webinar highlights all you need to know about FDIC insurance, SVB and Signature Bank’s failures, and what you can do to protect yourself. Taken from our monthly Ask Me Anything webinar, this 20-minute recording will go a long way in helping you ensure that you have a clear

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How to use market losses to save on taxes

Did you sell your home for significant profit earlier this year? Or capitalize on market moves? If you cashed in on the economic boom, don’t be caught off guard with a hefty capital gains tax bill. There are ways to potentially reduce your tax bill and I’ve made a short

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Do These 3 Things If You’re Worried About A Recession

Are you concerned now about how the bad news that’s out there will have an impact on the goals that you’ve set for yourself and your loved ones? One of the hardest parts of a recession is looking at the market and dealing with the market panics, the volatility that

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Keeping a long-term focus in face of short-term challenges

As we start to emerge from the COVID-19 pandemic, and life shifts back toward “normal” for many, I have a lot of folks telling me they’re struggling with thinking about long-term planning. And that makes sense, since we’ve seen how quickly our long-term plans and goals can be turned upside

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Small Business Tax Opportunity

I wanted to reach out to give you a heads up about the most recent stimulus. In it, there’s a small business tax credit, called the Employee Retention Tax Credit, or ERTC, that you will probably find important. If you qualified for PPP before, you’ll definitely want to know about

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The Third Round of Stimulus Checks Are Coming: Here’s The Rundown

One year into the pandemic, individuals everywhere are experiencing emotional, physical and economical implications. In an effort to ease the pandemic’s detrimental effects, the federal government has recently passed a third stimulus package called the American Rescue Plan Act. Eligible individuals and families will receive stimulus checks up to $1,400

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