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Author Archives: Editorial Team

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Should You Charge Late Fees? QuickBooks Can Help

Blog, Business Owner/Self Employed, Quickbooks TipsBy Editorial TeamMay 21, 2021

Business Owners: Do you have a lot of aging receivables? Assessing finance charges can speed up customer payments.

Rising Inflation: Where Will It Go from Here?

Blog, Economy/Stock MarketBy Editorial TeamMay 20, 2021

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

Blog, TaxBy Editorial TeamMay 19, 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

Investment Selection, Starting Out, VideoBy Editorial TeamMay 18, 2021

Client Relationship Manager Justin Wagner, AIF®, illustrates four important investment concepts for growing your wealth.

Underperforming Insurance Policy Repurposed to Enhance an Estate Plan

Case Study, Estate, Featured, InsuranceBy Editorial TeamMay 18, 2021

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

Blog, Business Owner/Self EmployedBy Editorial TeamMay 14, 2021

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

Blog, Education Planning, Family FinancesBy Editorial TeamMay 13, 2021

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

Blog, TaxBy Editorial TeamMay 12, 2021

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

Economy/Stock Market, FeaturedBy Editorial TeamMay 11, 2021

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

Economy/Stock Market, VideoBy Editorial TeamMay 7, 2021

For the month of May, our Research Analysts are keeping a watchful eye on company earnings reports, signs of inflation, and housing prices.

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