Earn 6.89% with Treasury I-bonds

Earn 6.89% with Treasury I-bonds

Earn 6.89% Risk-Free on US Treasury I-Bonds! Series I savings bonds are limited to a maximum purchase of $15,000 per person per year. I-Bonds must be purchased directly from the US Treasury with up to $10,000 purchased online and $5,000 through federal tax refunds as...

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Making the Retirement Decision Easier

Making the Retirement Decision Easier

Are you thinking about retirement? It’s a major decision. An accountant I know said he and his wife think they have enough to retire, but want to be 100% sure before they stop working. He tried several online financial calculators, but correctly recognized that they...

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Are You Prepared for Rising Estate Taxes?

Are You Prepared for Rising Estate Taxes?

Current Estate Tax Current tax law provides an exemption of $11.7 million per person ($23.4 million for a married couple) in 2021 to be passed to beneficiaries without federal estate tax. The federal estate tax rate is currently 40%. Proposed Changes President Biden...

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Investing for Inflation

Investing for Inflation

US Dollar After Inflation The US Federal Government’s massive $5.6 trillion expansionary policies through July 31, 2020 mitigated much of the short-term economic damage from the government-mandated shut-down, but is causing many investors to worry about impending...

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3 Steps to Know When You Are Financially Ready to Retire

3 Steps to Know When You Are Financially Ready to Retire

Determine the Resources You Will Need to Sustain Your Living Expenses Once You Stop Working A common question people ask is “Do I have enough money to retire?” The answer depends on several factors. This 3-Step guide will help you determine the resources you will need...

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