Apr 7, 2021April Economic UpdateMarket Summary Improved economic conditions and broadened vaccine programs ignited a broad stock market rally, though rising treasury...
Mar 17, 2021What if You Get Audited?“Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t...
Mar 10, 2021March Economic UpdateMarket Summary For the month of February, stock rose to set new highs before pulling back towards the end of the month. By month’s close,...
Feb 17, 2021Retirement Questions That Have Nothing to Do With MoneyRetirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come...
Feb 7, 2021February Economic UpdateMarket Summary Stocks were mixed in January due to a pull back at the very end the month which has since been recovered by the first week...
Jan 19, 20212021 Limits for IRAs and 401(k)sThe adjustments for retirement account contribution limits in 2021 did not bring any major changes, but there are some minor elements to...
Jan 10, 2021January Economic UpdateMarket Summary The stock market closed the year with another solid rally in equities driven primarily by the rollout of multiple COVID-19...
Dec 16, 2020Making Sense of a Home WarrantyAs a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer...