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Market Commentary: Biden Signs Stimulus Bill, U.S. Surpasses 100 Million Vaccine Doses, Recovery Continues

Market Commentary

Market Commentary: Biden Signs Stimulus Bill, U.S. Surpasses 100 Million Vaccine Doses, Recovery Continues

Events are aligning to give the U.S. economy a big boost. The Biden administration approved a $1.9 trillion stimulus package that will provide immediate relief to millions of American households. Last week the U.S. surpassed 100 million vaccine doses, and expectations are the U.S. will be vaccinating all age ranges by mid-late April.

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Choosing the Right Financial Advisor…in 5 Easy Steps

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Choosing the Right Financial Advisor…in 5 Easy Steps

Why do you need a financial advisor? Today’s financial landscape is as complicated as ever. A good financial advisor can help navigate this complexity so that you can make educated, informed decisions on what is best for you and your family.

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Avoiding Mistakes in a Divorce…in 5 Easy Steps

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Avoiding Mistakes in a Divorce…in 5 Easy Steps

Retirement accounts and divorce. When a divorce occurs, the financial assets of a couple, including their retirement accounts, are often split. If mistakes are made during this process, the stress of a divorce can be compounded when one or both spouses find that they are subject to unnecessary taxes or penalties.

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Maximizing a Retirement Plan as a Small Business Owner

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Maximizing a Retirement Plan as a Small Business Owner

Small business owners wear a lot of hats, so it’s not unusual for them to put off thoughts of retirement. We want to help them feel prepared when that day comes. Click Here to Watch the Webinar

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Market Commentary: Monthly Job Growth Exceeds Expectations, New Stimulus Bill Advances

Market Commentary

Market Commentary: Monthly Job Growth Exceeds Expectations, New Stimulus Bill Advances

The U.S. economy returned to rapid job growth last month as fewer new COVID cases and loosening restrictions increased demand for labor. Restaurants and bars accounted for more than half the net gains, as employment in this hard-hit sector increased 286,000. Despite efforts to reopen schools, government employment dropped last month.

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Checkmate – Disney

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Checkmate – Disney

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Retirement Plans for Small Business: Comparison Chart

401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table.

We put together this comparison chart, which looks at the ideal business for each plan, the guidelines for employers and employees, and access to the assets. Clarity in this process is essential. Fill in the form below to download the chart and start the process!

Download the checklist today to get started.

Choosing the Right Tax Professional…in 5 Easy Steps

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Choosing the Right Tax Professional…in 5 Easy Steps

Why do you need a tax professional? Managing taxes during retirement will be the single most important factor in determining your ultimate lifestyle. In addition to a financial planner and estate planning attorney, a qualified tax professional is an integral part of any planning team.

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Recharacterizing an IRA/Roth Contribution…in 5 Easy Steps

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Recharacterizing an IRA/Roth Contribution…in 5 Easy Steps

What is a recharacterization? In the simplest of terms, a recharacterization is an “undo”. It treats an IRA contribution as if it were made as a Roth contribution and vice versa.

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What to Expect From Low Volatility Investing: Insight into QBI Strategies

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What to Expect From Low Volatility Investing: Insight into QBI Strategies

During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value investing seemed to make a comeback as COVID-19 vaccines arrived.

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