Choosing a Financial Adviser: A Guide for Investors
When selecting a financial adviser, it is essential to consider their credentials, competence, compensation structure, and your comfort with them.
Get Triple Tax Savings with a Health Savings Account
Because of the triple tax benefit, maximizing contributions to an HSA each year should be prioritized ahead of IRA contributions.
The Power of Dividends in Total Returns
Dividends have contributed approximately 32% of total return for the S&P 500, while capital appreciation contributed 68% between April 1926 and June 2021.
Understanding Bank Industry Turmoil and Protecting Your Cash
This article describes what is happening in the banking industry, where things may go from here, and how to safeguard your cash.
Do recent stock and bond market losses have you questioning your investment strategy? 🤔
Having the right investment strategy means not feeling stressed during big drops in financial markets.
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...
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...
Gamestop Stock Rise and Controversy Explained
Gamestop investments will end in tears for many folks caught up in it.
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...
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...