“To everything (turn, turn, turn) There is a season (turn, turn, turn) And a time to every purpose, under heaven A time to build up, a time to break down A time to dance, a time to mourn A time to cast away stones, a time to gather stones together” “Turn! Turn! Turn!” written by
At the heart of life’s goals is our health. Having good health is central to all the plans we have.
Social Security is a critically important part of your overall financial and retirement plan that will be around for generations to come. The decision to claim or delay benefits should be carefully considered.
Just like you have a financial plan to stay on track with spending and saving, make a plan to manage your health and hopefully reduce the impact of healthcare costs in your retirement.
Businesses and individuals in the U.S. and worldwide are now affected by forced closures and economic slowdowns due to COVID-19. If you are a sole proprietor, contractor, or business owner you might need to obtain new capital in the form of loans. Moreover, you might need to defer payment on existing personal loans or mortgages. Below is information on new and enhanced programs designed to help you and your business thrive after the coronavirus.
With 2020 behind us, I am most thankful for my health and the good health of my loved ones.
Earned income stops for everyone at some point, and people then need to navigate the transition from saving for retirement to spending from their investment portfolio.
You may have heard about direct indexing, as it has become a popular topic in financial circles over the last couple of years.
It feels as though we just finished this tax season with the next one already upon us. No time to waste so let’s forge ahead!
The Consolidated Appropriations Act, 2021 includes COVID-related relief in the form of the COVID-related Tax Relief Act of 2020 (COVIDTRA) and the Taxpayer Certainty and Disaster Tax Relief Act of 2020 (TCDTR). COVIDTRA and TCDTR include multiple provisions impacting businesses and individuals to provide relief and stimulate the economy.