We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
No Income Tax in These States [Video]
You might be wondering if it makes sense for you to move states. One thing you can consider is whether that state has no income tax!
Federal Reserve is Boxing Itself Into a Corner
With inflation on the rise, we believe the Federal Reserve is boxing itself into a corner about future monetary policy. See why we believe it will be hard for the Fed to raise rates, even if inflation takes off.
How To Grow Finances -A Gardening Analogy [Video]
This was such a great analogy on how to grow finances. In gardening and finances there is a natural order of how things get taken care of.
2021 Advanced Child Tax Credit: What It Means For Your Family
Another round of cash is coming for families with young children! Here’s what the 2021 Advanced Child Tax Credit might mean for your family.
The Calendar And The Checkbook Never Lie! [Video]
Two things that never lie are your calendar and your checkbook. These are two things you can analyze to see if you’re spending them well.
Market’s Future: How Would You React Tomorrow If You Didn’t Act Today?
What if you knew the market’s future? Would you choose to make some changes today rather than wishing you had made a change tomorrow?
More Retirement Changes Coming With SECURE Act 2.0
Congress is readying yet another bill that affects retirement savings. See what retirement planning changes are coming with SECURE Act 2.0.
What Can I Do With My RMD? [Video]
An RMD comes from accounts like 401(k)s and IRAs. Let’s see how an RMD is calculated, taxed, received and ultimately used.
Prepare for More Volatile Markets
There are two indicators we’re watching that signal potential market volatility ahead. Read on to see what the increase in margin debt and a volatility index might mean for the future investment environment.
Required Minimum Distribution: You’re 72… Now What? [Video]
Required Minimum Distribution (RMD). Let’s walk through some of the mechanics of this so you feel knowledgable and educated about RMD’s.
Will Labor Shortage Push Inflation Higher?
A labor shortage is emerging as the economy opens up from COVID-19 lockdowns. We worry that this labor shortage will push inflation higher. See what the investment implications of this labor shortage might be.
May 2021 Financial Planning & Investment Newsletter
Financial Planning & Investing April 2021 Newsletter: Should I Count on Social Security in Retirement? | Underpayment Penalties Aren’t Worth Paying [Video]|Fee-Only Financial Advisor, Chicago, Barrington
