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3 Tax Planning Tips Your CPA Might Have Missed

Videos

3 Tax Planning Tips Your CPA Might Have Missed

In this week’s video: Quote of the Week from Margaret Mitchell Financial tip of the week – Tax Planning Tips

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Market Commentary: Markets See Huge Boost as Optimism Outweighs Slowed Reopening

Market Commentary

Market Commentary: Markets See Huge Boost as Optimism Outweighs Slowed Reopening

The S&P 500 wrapped up its best quarter since 1998, gaining 20.5%, amid a strong employment report and continued concerns as the United States and the world posted a record number of coronavirus cases.

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Life Insurance: How Often Should You Review Your Policy?

Videos

Life Insurance: How Often Should You Review Your Policy?

In this week’s video: Quote of the Week by Luis Haddock Financial tip of the week – How Often Should You Review Your Life Insurance Policy?

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Paying Off Debt: As You Work Toward Debt Freedom, is the Snowball or Avalanche Method Right for You?

Monthly Newsletters

Paying Off Debt: As You Work Toward Debt Freedom, is the Snowball or Avalanche Method Right for You?

Debt consolidation and repayment takes up a lot of America’s bandwidth. You can’t watch TV, especially daytime TV, without seeing at least one advertisement promising you freedom from debt – call now! These gimmicks are hit-and-usually-miss, but the sheer ubiquity of this conversation tells us it’s on everyone’s mind.

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Market Commentary: S&P 500 Dips as COVID-19 Cases Surge

Market Commentary

Market Commentary: S&P 500 Dips as COVID-19 Cases Surge

The daily total for new virus cases topped 40,000 as a resurgence in the South and Southwest pushed new cases to an all-time-record high. Some states are reporting record hospitalizations and pausing or reversing reopenings. Initial unemployment claims, as shown in Figure 1, remain close to 1.5 million.

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Tax Planning in 2020: What to Expect This Year and Beyond

Videos

Tax Planning in 2020: What to Expect This Year and Beyond

With all the questions surrounding tax filing for 2020 and beyond, learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation. Click Here to Watch the Webinar

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This Indicator Can Help You Determine Where Stocks Are Headed

Videos

This Indicator Can Help You Determine Where Stocks Are Headed

In this week’s video: What is sentiment as it relates to the markets?

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Market Commentary: Retail Sales Jump as States Loosen Restrictions

Market Commentary

Market Commentary: Retail Sales Jump as States Loosen Restrictions

Retail sales and food services jumped 17.7% in May, beating estimates of 8% growth. The strong rebound follows sharp declines the previous month created by social distancing. Even with the increase, sales are still 6.1% below where they were one year ago.

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

Blog

6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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What’s Happening with Life Insurance During the Pandemic?

Blog

What’s Happening with Life Insurance During the Pandemic?

The first thing to know about life insurance during this (or any) pandemic is that the insurance companies will pay the death benefit.  Individual life insurance policies do not have exclusions for pandemics.  In fact, once past the 2-year contestability period, there are hardly any exclusions to individual life insurance (although some group life insurance policies do have exclusions for pandemics).

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