Beware of Pre-Paid Child Tax Credit
If you didn’t opt out of receiving the pre-paid child tax credit then you should have received your first payment on or around July 15th.
August 4, 2021
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Category: Financial Planning
Summary of the American Rescue Plan Stimulus Bill
On Thursday, March 11, 2021, President Biden signed into law the $1.9 trillion American Rescue Plan. Below are highlights of the bill: Stimulus Payments
March 12, 2021
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Why You Should Almost Never Choose a 15 Year Mortgage
Throughout the years, the vast majority of people I’ve worked with really want to pay off their mortgage in 15 years. Despite the deep down
October 28, 2020
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How to Save More Money
You’d love to save more money to your savings account, 401(k), and investment accounts, but it can be a challenge. Life gets in the way
October 21, 2020
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Is Your Pension Safe?
Many pension plans are under a lot of stress due to the coronavirus. In today’s article, I discuss what you need to do to protect
August 12, 2020
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Implications of Our Country’s Debt – and What You Can Do
Last Updated: 5/28/2021 It’s no surprise that our country’s debt continues to rise at unparalleled levels. Currently our nation’s debt is $28.3 trillion and rapidly
July 22, 2020
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Powerful Tax-Saving Strategy if You Stopped RMD in 2020
The CARES Act provided retirees with the ability to waive Required Minimum Distributions (RMD) for 2020. Those who did this may have a very attractive
July 15, 2020
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Roth Conversions in a Down Market? Think Again
My article on Roth Conversions in a Down Market was recently published on Advisor Perspectives, the #1 most-read electronic newsletter by financial advisors. Much was
July 8, 2020
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(VIDEO) 3 Financial Lessons to Learn from COVID-19
The coronavirus epidemic brought with it a lot of pain. Many people lost their jobs. Investment accounts declined very rapidly. Life was essentially turned upside
June 10, 2020
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How to Truly Know if You Should Refinance Mortgage
Many people understand that the decision to refinance involves more than just how much money they will save on a monthly basis. They also understand
June 3, 2020
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Should Your Entire IRA Be Converted to a Tax-Free Roth IRA?
In last week’s blog post I discussed the importance of converting some of your taxable IRA to a tax-free Roth IRA to protect against higher
May 27, 2020
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3 Strategies to Protect Yourself From Higher Taxes
Last Updated 8/9/2021 As a result of our country’s rapidly growing debt, you could be forced to pay higher taxes in the future. In today’s
May 20, 2020
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