End-of-the-Year Money Moves in 2021
Here are some things you might consider before saying goodbye to 2021.
Are Capital Gains Taxes Changing?
There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.
The Social Security Administration Announces 2022 COLA
The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022.
10 Rules to Live by if You Want to Achieve Financial Independence
Want to achieve full financial independence? Don't break these 10 rules.
Investing 101: a Primer for Beginners
Stocks, bonds and ETFs... oh my! If you've always been an investment novice with no idea where to start, class is officially in session. Welcome to Investing 101.
9 Questions to Ask Yourself During the Estate Planning Process
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.