So many people and our clients are happy to put 2020 behind them due to shutdowns, lack of social life, Covid, etc. and are looking forward to 2021 as a re-emergence to normalcy. I couldn’t agree more, but do need to point out from an investors point of view 2020 was...

President Biden has proposed a Covid-19 relief package and new tax plan. These plans are filled with numerous proposals and below I will breakdown some of the most notable ones.  RELIEF PACKAGE  President Biden proposed a $1.9 trillion Covid-19 relief package with the...

POWERING FORWARDMore than most years, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election where passions ran high, the...

The CARES Act was signed in March of 2020 to help with the negative impacts of COVID-19. Part of the bill was to increase tax incentives for charitable giving to both individuals and corporations. If you can, do not forget to make your donations for 2020 and help...

Do you have an estate plan?This question may be difficult to ask but it’s important to have this discussion. This includes documents like a will, trust, health care directives, and other important legal documents. If they don’t have these documents, they need to speak...

One of the last things on your mind when you’re a young adult is life insurance. You’re probably focusing on many other expenses and it can be tough to justify another personal expense. Does life insurance make sense for you? Below I’ll discuss reasons why it may be a...

1. Pay down debt First thing you need to do is pay down your debt. The less you owe each month the more potential you have to save or invest. The earlier it’s paid off the sooner you can invest and allow your money to compound over time. If you have credit card debt,...

When it comes to retirement savings, the early bird gets the worm. The sooner you start the better off you’ll be. Everyone has their own set of circumstances, but here are some milestones that you can work toward achieving. Ideal Savings for Retirement by Age:Times...

Are you worried how the election may affect your portfolio? With the election just weeks away you can expect to hear many different opinions on how the president will affect the market and economy. Many people on the left believe Trump is bad for everything and many...

Recently, many people have been asking about the impact of Biden’s proposed tax hike. According to studies, Biden’s proposal would aim to raise around $4 trillion in 10 years1. The top 1% would pay 74% of the additional taxes according to Wall Street Journal1. If...