Rising Inflation: Where Will It Go from Here?
Over the past year, inflation increased 2.6%, the highest year-over-year inflation rate since August 2018. The question on every investor’s mind is, “Where will it go from here?”
Enhanced Child Tax Credit for 2021
The American Rescue Plan Act of 2021 makes substantial, temporary improvements to the child tax credit for 2021, if you have qualifying children under the age of 18.
4 Investment Concepts You Need to Know
Client Relationship Manager Justin Wagner, AIF®, illustrates four important investment concepts for growing your wealth.
Underperforming Insurance Policy Repurposed to Enhance an Estate Plan
The “Money Talks” Experts explore a case study of a client who was disappointed in the performance of his life insurance policy. Through a collaborative effort between the insurance agent, the financial planner, and the client’s estate planning attorney, they repurposed the insurance policy to enhance the client’s estate plan.
Your Business: Minimum-Wage Laws in the Spotlight
State labor laws vary widely but affected small businesses may face challenges as minimum wage increases take effect over the next few years. Eight states (plus the District of Columbia) have passed legislation to raise the minimum wage in steps to $15.
4 Key Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act included several provisions related to education, including $22.7 billion for colleges and universities and a simplified FAFSA.
How Biden’s Proposed American Families Plan Might Affect You
President Biden presented his proposed American Families Plan (AFP)—his wish list of changes; however, Congress will need to draft legislation that will have to pass in both houses before becoming law.
Transitory Inflation, Supply Chains, and the Velocity of Money
The “Money Talks” Experts discuss what economic factors are stimulating inflation and how the influx of cash affects the economy.
May 2021 Market Minute: Earnings, Inflation, and Housing
For the month of May, our Research Analysts are keeping a watchful eye on company earnings reports, signs of inflation, and housing prices.
In the News: Housing inventory and mortgage rates influence your home choice in retirement
Should you stay or should you go? Bil Lako, CFP®, discusses your housing options as you head into retirement in the Marietta Daily Journal. Read the article.