Policies
Pets and Pet Insurance
One of the silver linings coming from the pandemic is that when pet shelters had to close temporarily during lockdowns, a call went out for foster homes so animals would…
Read MoreHow Inflation Risk Can Affect You
Inflation is a steady rise in the price of goods and services over time and actually signals both good and bad economic conditions. On one hand, as prices rise, someone…
Read MoreMarket Thoughts: Looking Ahead and Abroad
The mid-year U.S. economic recovery numbers look strong. On Wall Street, analysts predict that our economy will expand by trillions of dollars and create 2 million good-paying jobs throughout the…
Read MoreRoth vs. Traditional IRA
It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits…
Read MoreRetirement Withdrawal Strategies
As hard as retirement saving and investing may seem, that’s the easy part. The real challenge is figuring out how to make your accumulated savings last throughout your and your…
Read More21st Century Tree -Hugging Strategies
The phrase “tree hugger” refers to an environmentalist who advocates for the preservation of woodlands. Its original historical reference is to an incident that occurred in India in 1730, when…
Read MoreTax Strategies
In an effort to pay for new legislation, the Biden administration has proposed higher taxes for the nation’s highest earners. The president advocates returning the top tax rate to…
Read MoreInvestment Consolidation Strategies
Throughout investment industry and financial media sources we constantly hear the message that our money should be diversified. By spreading assets throughout a number of different vehicles, we can take…
Read MoreA Shot for Economic Improvement
According to the Organisation for Economic Co-operation and Development (OECD), the ongoing distribution of vaccines combined with the latest government stimulus is expected to jumpstart economic activity in the U.S.…
Read MoreQualified Business Income Deduction
One of the provisions included in the Tax Cuts and Jobs Act of 2017 was the Qualified Business Income (QBI) deduction. It is designed as a tax break for small…
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