Rain, Snow & Ice: 4 Tips For Preventing an Insurance Claim This Winter
As winter continues on, there are a few things you can do to prepare for and prevent a costly insurance claim.
Week in Perspective February 19, 2021: Mixed Bag
It was a good week for the financial and energy stocks, as growth/inflation expectations increased, but it wasn't so great for the growth stocks that were previously supported by really low-interest rates.
5 Steps to Understanding Your Risk Tolerance
How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.
2020 Tax Return, 5 Filing Tips
Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.
Start of Tax Season. Here Are 8 Steps to Take Before You File
With tax season officially upon us, make sure to keep these 8 tips in mind when filing - especially if you received financial assistance in 2020 due to COVID-19.
Your 2021 Tax Filing Season To-Do List
Tax season can be stressful. Keep things simple with this 2020 tax season to-do list.
Week In Perspective February 12, 2021: Markets continue to reach new records
The market remained supported by a fear of missing out on further gains, optimism surrounding another fiscal stimulus bill, better-than-expected earnings reports, and increasing COVID-19 vaccination rates, and decreasing infection/hospitalization rates.
What's My 2021 Tax Bracket
Every year, the IRS evaluates and typically adjusts certain tax provisions to account for inflation. Below are the IRS's latest adjustments for the 2021 tax-year - including tax brackets and standard deductions.
Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.
Week In Perspective February 5, 2021: Investors buy the dip and propel the market to new highs
The stock market rebounded swiftly from last week's decline, with the S&P 500 finishing higher in all five sessions and ending the week with a 4.7% weekly gain. The Russell 2000 gained 7.7%, the Nasdaq Composite gained 6.0%, and the Dow Jones Industrial Average gained 3.9%.
Whether COVID-19 Affected Your Financial Standings or Not, It's Important to Know: What Is My Tax Bracket for the 2020 Tax Year?
Like most Americans, you're probably preparing to file your tax return shortly. Before meeting with your CPA or financial partner, take a look at the income tax brackets for 2020.
What’s Happening With Silver in the Market?
First GameStop... now silver? Here's a recap of what's been going on in the market and (more importantly) what investors may want to do next.
GameStop, AMC & Blackberry: The Importance of a Diversified Portfolio
GameStop made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. If you're considering making changes to your portfolio as a result, here's a reminder on diversification.
You Skip Starbucks & Pack Your Lunches, But Is Frugality the Key to Reaching Retirement?
Should frugality be a cornerstone of your retirement savings plan? Before changing your quality of life today for your future retirement goals, here's what you should consider first.
Government Changes Could Mean Big News for Environmentally-Focused Investors
33% of total invested assets are currently placed in sustainably focused investments. With a new administration in Washington, D.C., what could the future look like for environmentally-focused investors?