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Category Archives: Blog

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Jan142021

Whenever Times are Worrisome, Go Back to the Basics

Blog, Coronavirus, Economy/Stock Market, Investment SelectionBy Editorial TeamJanuary 14, 2021

We can honestly say we never expected to see anything like we did on Jan. 6, 2021 in this country. Watching the appalling display at the Capitol leads to fear and anger. It can even lead to a feeling of helplessness.

Jan132021

Addressing Tax Problems Due to COVID-19

Blog, Coronavirus, TaxBy Editorial TeamJanuary 13, 2021

2021 might be the year you should ask a tax professional to help address some of the unique tax challenges that COVID-19 has caused for your 2020 taxes.

Jan82021

How COVID-19 Has Changed Consumer Behavior and the Future of Retail

Blog, Business Owner/Self Employed, CoronavirusBy Editorial TeamJanuary 8, 2021

The arrival of an effective vaccine could inspire some consumers, though it probably won’t be widely available until spring. Until then, consumers will likely spend more time at home.

Jan72021

What Will You Pay for Medicare in 2021?

Aging/Caring for Aging Parents, Blog, Insurance, Personal FinanceBy Editorial TeamJanuary 7, 2021

Medicare premiums, deductibles, and coinsurance amounts change annually. Here’s a look at some of the costs that will apply in 2021 if you’re enrolled in Original Medicare Part A and Part B.

Jan62021

Don’t Fall Behind in Saving for Retirement

Blog, Personal Finance, RetirementBy Editorial TeamJanuary 6, 2021

Some folks have been tapping or suspending their retirement savings to make ends meet during this COVID-19 pandemic, and while understandable, it is important that they continue making contributions to their savings as quickly as financially possible.

Dec312020

4 Steps to Rebuilding Your Business

Blog, Business Owner/Self EmployedBy Editorial TeamDecember 31, 2020

The short- and mid-term outlook for small businesses is still uncertain. We provide four steps to help you visualize what recovery might look like for your business as the economy inches toward normalcy.

Dec302020

Sequence Risk: Preparing to Retire in a Down Market

Blog, Investment Selection, Nearing RetirementBy Editorial TeamDecember 30, 2020

Market losses on the front end of retirement could have an outsize effect on the income you receive from your portfolio by reducing the assets available to pursue growth when the market recovers

Dec232020

Watch Out for These Financial Pitfalls in the New Year

Aging/Caring for Aging Parents, Blog, Nearing Retirement, New Year/End of Year, Personal Finance, Starting OutBy Editorial TeamDecember 23, 2020

As you move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.

Dec182020

Employee Holiday Gifts May Be Taxable

Blog, Business Owner/Self Employed, TaxBy Editorial TeamDecember 18, 2020

Are you giving your employees a holiday gift? It may be taxable – we explain.

Dec172020

How to Help Maintain a High Credit Score

Blog, Family Finances, Personal FinanceBy Editorial TeamDecember 17, 2020

During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to use credit wisely so you can start the new year with a healthy credit score. The following tips can help you maintain or potentially improve your credit score throughout the…

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