With the new administration, high earners may be wondering how the Biden presidency will affect them financially. Until Biden begins enacting changes, we won’t know. But based on his official campaign platform, past interviews, and...
Lessons Learned from the Gamestop Run
“You can’t invest without trading, but you can trade without investing. … Thinking you’re investing when all you’re doing is trading is like trying to run a marathon by doing 26 one-mile sprints right after...
A Second Coronavirus Stimulus Bill Worth $900 Billion Was Passed: Here’s What You Should Know
On December 21, Congress passed a much anticipated second stimulus package, and President Trump signed it on December 27. The $600 billion package helps those experiencing COVID-related financial hardship, including businesses, hospitals, families, and individuals....
Q4 2020 Quarterly Update
Today, let’s pause and take a moment to reflect on the wondrous powers of small, quiet acts. Pandemic aside, there have been plenty of great, big, year-end reviews and year-ahead teasers clamoring for your current...
As Biden Secures the Presidency, What Could it Mean for Your Future Estate Taxes?
Joseph R. Biden, Jr. will unseat current President Donald J. Trump this month, making him the 46th President of the United States. With a record-breaking voter turnout and a stressful week awaiting election results, most...
You’ve Inherited an IRA. Now What?
If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps, and what happens now? Governing bodies like the IRS and recent legislation such...
How To Pass On Your Financial Values to the Next Generation
In the next two or three decades, it's expected that a great wealth transfer will occur. It should come as no surprise that a significant proportion of this wealth will be coming from baby boomers....
The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know
On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 - including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed. The Good? Benefits Are Increasing...
7 Cybersecurity Tips to Keep in Mind While Shopping This Cyber Monday
According to a recent survey, 87 % of U.S. adults feel that the risk of becoming a cybercrime victim is growing. In fact, online crimes, including server breaches, are the single largest criminal threat facing small businesses....
5 Clever Financial Gift Ideas for Grandchildren
One of the most crucial responsibilities families have when it comes to raising children is to educate them so that they’re ready to handle the complexities of adult life. While schoolteachers address the usual subjects...