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March Investment Financial Newsletter

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March Investment Financial Newsletter A lot has happened since we published last month’s February Investment Newsletter. At that time, the S&P 500 was making new record highs and economic data was solid. There were very few signs of trouble. Fast forward three short weeks, and the landscape has changed dramatically. The Coronavirus, which started quietly…

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Coronavirus Unemployment Benefits Resources

Coronavirus Unemployment Benefits Resources Fee Only Financial Advisor Deer Park Barrington Chicago

Coronavirus Unemployment Benefits Resources Some of the people we’ve talked to are unemployed or have fewer working hours because of the Coronavirus. Everyone is being affected a little bit differently these days.  Federal And State Unemployment Benefits First off, if your income has been ended or lowered, you want to file for unemployment. There is…

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[Video] Tax Reform Sunset

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STEPHEN & MICHELLE SMALENBERGER, EA® & CFP® Tax planning is all about looking forward. What is going to be happening in years to come.   Tax legislation thought is a very different topic because it changes or it stays the same until it changes.    In 2018 we had the tax cut and jobs act,…

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[Video] Charitable Contribution Grouping

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STEPHEN SMALENBERGER, EA® There is a lot that goes into tax planning. With the recent changes in the tax law and environments, charitable contribution is one area that has seen a lot of change. With the standard deduction doubling year over year, the benefit of charitable deductions has decreased. Charitable Contribution Decline So we are…

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