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17 Things You Need to Know About the New Stimulus Package

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17 Things You Need to Know About the New Stimulus Package

Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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How to Make Sense of Retirement and Estate Finance

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How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

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Market Commentary: New Support Package to Provide Assistance to Individuals, Businesses and More

Market Commentary

Market Commentary: New Support Package to Provide Assistance to Individuals, Businesses and More

The economic slowdown continues. Initial jobless claims climbed 885,000 last week. In the face of additional restrictions and heightened health risks, consumers have scaled back activity. Retail and food service sales dipped 1.1% last month (Figure 1).

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CheckMate – Core Values pt. 3 – Kingdom Focused

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CheckMate – Core Values pt. 3 – Kingdom Focused

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Market Commentary: First Vaccines Roll Out as Unemployment Claims Remain High

Market Commentary

Market Commentary: First Vaccines Roll Out as Unemployment Claims Remain High

Initial jobless claims reached an 11-week high based on data reported last week. More than 850,000 workers filed initial unemployment claims (Figure 1). While processing delays around the Thanksgiving holiday affected the data, even after adjusting for the break it appears the economic lull continues.

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Estate Planning for the Family Farm and Your Legacy

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Estate Planning for the Family Farm and Your Legacy

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land between the kids – can be one of the most complex parts of the journey.

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Year-End Tax Planning in 2020

Videos

Year-End Tax Planning in 2020

Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into how this year’s events might affect your financial strategy or estate plan.  Click Here to Watch the Webinar

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Market Commentary: S&P 500 Gains Nearly 11% Last Month After Promising Vaccine News

Market Commentary

Market Commentary: S&P 500 Gains Nearly 11% Last Month After Promising Vaccine News

November turned out to be a month full of news. A surge of COVID-19 cases, the presidential election, vaccine announcements, and slowing economic growth all moved markets. The November employment report provided additional evidence economic growth is decelerating. The economy generated 245,000 new jobs, missing expectations of 463,000 (Figure 1). Unemployment inched lower to 6.7% supported by the slow job growth and more people leaving the labor force.

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Giving to Charity for the Holidays, Even Though It’s 2020

Monthly Newsletters

Giving to Charity for the Holidays, Even Though It’s 2020

Chances are, between basting the turkey and watching the football during the holidays, you’ll find yourself giving to the causes and organizations you believe in. In the U.S., 30% of the year’s charitable giving is done in December, and 10% of the annual giving is just in those last three days of the year!

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Market Commentary: Dow and S&P Set Records, but Unemployment Still Rising

Market Commentary

Market Commentary: Dow and S&P Set Records, but Unemployment Still Rising

The economy seems poised to decelerate in coming weeks as data showed slowing economic improvement or outright reversals of the recovery. Income data was mixed. Disposable income fell 0.8% in October as government programs expired. Gains in employment pushed employee compensation up 0.7% as more people returned to work.

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