Parsec News

CNBC: Here’s how rising inflation may affect your 2021 tax bill

January 12, 2022

CNBC: Tax filers should expect delays as the IRS deals with limited staffing and last year’s backlog

January 11, 2022

WXII 12 News: How to tackle student loans during extended student loan moratorium, local financial expert explains

January 6, 2022

The Pilot: Give a Gift That Lasts: A Solid Financial Plan

December 16, 2021

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Latest Blogs

Why Roth Conversion Planning Is Important at Retirement

Betsy Cunagin January 18, 2022

With higher marginal brackets a likely reality and the 2019 SECURE ACT’s elimination of the STRETCH IRA, annual income tax planning has become even more important.

There Is Risk Everywhere – Keep Calm and Carry On

Travis Boyer January 4, 2022

The events of the past two years should serve as good reminder to all of us that no matter what you do every day, we face risks beyond our control. However small the risk may be there is no way to ensure that you avoid falling victim to these types of events. Not that we should live our lives in constant fear – we should just prepare for the worst and then feel very fortunate should we end up living long and healthy lives.

Anything’s Possible

Sarah DerGarabedian January 3, 2022

Parsec’s Sarah DerGarabedian explains how portfolio diversification helps protect against limitations of our narratives’ predictive capacities.

Mindful Investing

Sarah DerGarabedian December 30, 2021

Articles about the benefits of meditation are everywhere these days, and for good reason. 2020 and 2021 were unusually stressful years, and people are looking for non-addictive, healthy ways to manage their stress and anxiety. Thus why I got interested in mindful investing.

Retirement Income: A Closer Look

Bill Hansen December 20, 2021

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.

Time to Refinance Your Home?

Bill Hansen December 19, 2021

One silver lining amid recent events is that market interest rates have declined, resulting in lower mortgage rates. Mortgage rates are sensitive to the 10-year Treasury note, which had a yield of 1.53% as of Sept. 30, 2021, an increase over the near-record low 0.66% yield as of Sept. 30, 2020. While less opportune a time to consider refinancing than near the record-low yield, a home refinance may still be worth considering if you have not done so recently.

Your Financial Year-End To-Do List

Betsy Cunagin December 10, 2021

It’s December and your to-do list is a mile long. The last thing on your mind is your finances. Still, they deserve a good look before the close of the year. While we cannot help you with the cooking, cleaning and gift buying, we can help with your financial year-end to-do list.