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March Market Commentary: Tariffs, Inflation, and Taxes… Where’s the Balance?
Tariffs, Inflation, and Taxes: Where's the Balance? February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements - even if softened or rescinded - indicated that this is a policy, not just a campaign plank. Throughout the month, the...
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How to Prepare for Tax and Estate Planning Changes
Written By: John Folwer, CFP® Unprecedented. A word we have uttered quite a bit over the last 14 months....
Is Financial Wellness a Must-Have Employee Benefit?
Employee stress is growing. A new survey by John Hancock shows the prevalence of stress has doubled since the start of...
Marriage and Money: Six Mistakes to Avoid
Written By: Michael Collins When it comes to marriage, you want to do things right. The same thing with finances....
How to avoid breaking the bank on Valentine’s Day
"Money can feed the body. Love will feed the soul.” -Toni Payne The commercialization of Valentine’s Day didn’t...
2021 IRS Retirement Plan Contribution Limits
The IRS has released the Annual Plan Limitations for 2021 for defined contribution and defined benefit plans. 403(b),...
2020: Presidential Tax Plan
Democratic Presidential nominee Joe Biden has released a tax plan that could seek to increase taxes on high net worth...
Educators Retiring in 2020
Written by Mason Moses. As an educator who may be considering retirement, it is important to evaluate how you...
The Financial Wellness Trifecta
Written by: Mason MosesMy family enjoys watching the Triple Crown horse races; the Kentucky Derby, Preakness Stakes,...
Not Every Financial Shock Makes the News
Written by: Mason MosesIt has been challenging over the last several months to turn on the news and not hear the...