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Monthly Archives: April 2021

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Misconceptions on Social Security Benefits

Case Study, Featured, Nearing RetirementBy Editorial TeamApril 20, 2021

The “Money Talks” hosts take a closer look at Social Security this week in our case study. Turns out, most investors ages 55-65 have a lot of misconceptions about Social Security benefits, including when to begin taking them.

Can I Write Off My Business Start-Up Expenses?

Blog, Business Owner/Self Employed, TaxBy Editorial TeamApril 16, 2021

New business owners, especially those operating small businesses, may be helped by a tax provision allowing them to deduct up to $5,000 of the start-up expenses and $5,000 of organizational costs in the first year of the business’s operation.

4 Things Investors Should Know About Stock Splits

Blog, Investment SelectionBy Editorial TeamApril 15, 2021

As an investor, you may wonder what a stock split is and how it might affect your portfolio. A common misconception is that splits automatically increase the value of an investor’s holdings.

IRS to Automatically Adjust Prior Filed 2020 Returns with Unemployment Income

Blog, TaxBy Editorial TeamApril 14, 2021

If you or a dependent have already filed your federal return with unemployment income, the IRS will automatically adjust your return to account for the American Rescue Plan’s $10,200 exclusion.

Becoming Financially Literate

Personal Finance, Starting Out, VideoBy Editorial TeamApril 13, 2021

In this episode of Planning Priorities, Associate Michael Griffin, CFP®, shares some tips for those just starting out on how to become financially literate and stay on track for your financial future.

More Money, More Taxes

Case Study, Featured, Personal Finance, TaxBy Editorial TeamApril 13, 2021

The “Money Talks” Experts provide insight into the current tax season and tips for those who owe more than expected this year.

April 2021 Market Minute: Earnings Season, Bidenomics, and Investor Euphoria

Economy/Stock Market, VideoBy Editorial TeamApril 12, 2021

In the April Market Minute, our research analysts explain why they’re keeping a close eye on earnings reports, infrastructure spending, and money rolling into the equity markets in April.

Dog Bites Man; Umbrella Helps Pay for Surgery and Rehabilitation

Blog, InsuranceBy Editorial TeamApril 9, 2021

Your dog bites your child’s friend’s parent. Your homeowner policy should respond if you are found liable for accidents that happen on your property. But what about damages that exceed your liability limits on your policy?

Money Market Funds in a Low Rate Environment

Blog, Investment SelectionBy Editorial TeamApril 8, 2021

The funds rate affects many short-term interest rates, including the rates on money market mutual funds, which were already low to begin with. What’s the appeal with such a low return? Stability and liquidity.

Working from Home? Is there a Tax Deduction?

Business Owner/Self Employed, Coronavirus, TaxBy Editorial TeamApril 7, 2021

It’s been a year, and we’re still working from home! Thanks coronavirus. Can I qualify for a special tax deduction for using my home as a workplace?

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