Tap into our expertise. Once a month we publish a blog on various financial planning topics. Subscribe to our monthly blog: KEY TAKEAWAYS: Taking two important actions can potentially save you thousands of...
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Comments Off on The Child Tax Credit Payment in July May Equal a Bill in April
The advanced payments of the enhanced child tax credit are being mailed out this week, so next week you may be standing in your kitchen wondering why you received a check and if you should be spending it. For...
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Comments Off on What the American Rescue Plan Means for You, The Taxpayer
News Flash: New Tax Deadline; Estimated Payments Still Due April 15 The IRS has pushed back the tax return and payment filing deadline from April 15 to May 17, 2021. While no additional penalties and interest...
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Comments Off on Red or Blue White House? Market Returns by Political Party
This brief post takes a look at the market returns by political party in control of the White House and answers the question, should investors be concerned by the recent change in control? This is not a...
Learn MoreIf you think you have had busy workdays, imagine the day the US Congress had on December 21, 2020, when the new stimulus and omnibus spending bill, the Consolidated Appropriations Act, 2021, was released....
Learn MoreThere are some unique tax planning considerations for people in the phase between retirement from full-time work and age 70. In this blogpost I discuss some of those strategies. In working with my financial...
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