2020 was a crazy year for most of us, to say the least. The federal and state governments provided many different types of assistance in the form of stimulus
Despite the assumption, many have that increasing tax rates would sink stocks, historically, markets have produced better-than-average returns in the wake of
When planning how to finance a large purchase before age 59-½, it is common to consider the idea of taking a loan from a 401(k) or taking an early distribution
The Fed recently changed its inflation-targeting stance, a move that may appear trivial but could have significant implications for investors.
For many people, there is a desire to ensure that their estates deliver benefits beyond their retirement, which will produce lasting legacies and avoid any
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) provides a recovery rebate credit. In other words, a stimulus - $1,200 for individuals, $2
Separation and divorce are life-altering events, and a top concern is dealing with finances. Oftentimes, these things are overwhelming and burdensome, which
By far, this is the question we as advisors get asked most often by prospective clients.