Financial Knowledge

April 2, 2021

TRADITIONAL IRA VS. ROTH IRA

TRADITIONAL IRA VS. ROTH IRA There are multiple individual retirement account options an individual can choose. The choices...

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April 2, 2021

Life Insurance

Life insurance is not a fun topic to talk about because who really wants to think or talk...

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April 2, 2021

Update – Unemployment Exclusion

The Internal Revenue Service has announced that it will take steps to automatically refund money this spring and...

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March 18, 2021

Smart Moves for Your Tax Return

Everybody understands that there are right things, wrong things, smart things, and not-so-smart things you can do when...

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March 3, 2021

Coming To Grips With Your Own Mortality

I don’t know of anybody who starts their day thinking, “What if I die today? Is my family...

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March 3, 2021

Durable Goods Report

New orders for manufactured durable goods have increased for nine consecutive months after a 3.4% increase in January....

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March 3, 2021

Technically Speaking – March 2021

Technically Speaking: Long Term Resistance: SP500 3950 then 4000 Then 4050 Long Term Support: SP500 3800 - 3750...

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March 3, 2021

Missing Tax Documents

Here’s what taxpayers should do if they have missing or incorrect documents: Taxpayers should double-check to make sure...

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March 3, 2021

Monthly Market Recap – February

February is historically the only month of the year with a net gain/loss of 0.  January got off...

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