Browsing blog archives:
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
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
Bear Market? Bull Market? Have no clue? Well, most of the talking heads and industry “experts” don’t know either. If we *are* in a Bear Market, there are things you can do to protect your #investments and your overall financial future.
Feeling uneasy these days because the market is all over the place? How do you protect your financial life when you don’t know what happens next? Recent data tells us that the economy is likely headed towards another recession due to the fallout that we’ve seen from the Coronavirus. In
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
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
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
One year into the pandemic, Americans are continuing to strike a balance between staying safe and handling their day-to-day responsibilities. One major challenge we all face this time of year (pandemic or no pandemic) is filing our taxes on time. On March 17, less than one month until Tax Day,
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
