“I’m sorry, but I have to take this call…Mary will tell you more about why.” We were in the middle of our client review, when Jeff hurriedly excused himself to the lobby. I looked over to Mary and said that I didn’t need to know the details, but hoped everything was okay. “Oh, everything’s fine…or
It’s More Than Money
Quarter in Charts – Q4 2021
Rising prices seem to be at the top of everyone’s mind. From Social Security recipients wondering if the cost of living adjustments will keep up their actual expenses, businesses and employees wondering how to factor in wage increases, or everyday consumers struggling to keep their energy and food costs under wraps. Congress even joined in with concerns. Last week at the Senate Banking Committee meeting, Federal Reserve Chairman Jerome Powell told lawmakers,
Retirement Planning Challenges and The Single Woman
My focus here is on retirement planning for the Single Woman because when she steps up to the plate looking for advice, she already faces two strikes: her financial plan has to cover more years than a man’s, and she has likely earned less and been able to save less than her male counterparts.
Quarter in Charts – Q3 2021
According to NPR’s Rob Elving “The Basics” explainer on the Debt Ceiling, congress will likely raise our nation’s imaginary borrowing “line in the sand” for nearly the hundredth time since 1917.
Should Your LLC Be Taxed as a Partnership or an S-Corp?
When taxed as an S-Corp, you pay yourself a reasonable wage, and the remaining income is a distribution that avoids FICA taxes!
The Child Tax Credit 2021: What’s Changing?
Last week, an estimated 35 million households received a monthly payment for the expanded Child Tax Credit…
Do Cryptoassets Like Bitcoin Belong in My Portfolio?
Bitcoin has dominance, with 45.6% of the market cap, followed by Ethereum, at 17.1%. As more people have made (and lost) money…
Quarter in Charts – Q2 2021
As we close out the first half of the year, significant headlines continue to surround the Pandemic. Concern has shifted to the impact on the labor market, inflation, interest rates, and housing.
5 Emotional Roadblocks that Could Halt a Successful Estate Plan
Estate planning can be an immense blessing to any family at a time of loss. Yet you would be hard-pressed to find any family who would rather sit around the table discussing estate planning than enjoying the day outside.
Quarter in Charts – Q1 2021
So much over the last year has felt like it belonged in a movie rather than real life. From COVID to the election, from social unrest to working and schooling from home.