Posts Tagged ‘#FinancialServices’
Tax Talk – The Hidden Healthcare Tax
Tax Talk – The Hidden Healthcare Tax: Fall is a season many of us eagerly anticipate. With the changing leaves, cooler temperatures, and the return of football, it’s a beautiful…
Read MoreDeciphering Fed – Managing Market
Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering the Federal Reserve Meeting: What it Means for Your Investments We understand that parsing through Federal Reserve statements…
Read MoreFinancial Personality
Financial Personalities: My son Asher has quite an entertaining personality. Whether we’re sitting with other families out in the lobby at a baseball tournament or on the bleachers at…
Read MoreFirst Friday Focus: Diving Into Social Security
First Friday: Focus Diving Into Social Security, We hear lots of questions about on an ongoing basis, it’s a big topic and a very important piece of retirement plan. …
Read MoreEstate Planning Spotlight – Taking Care of Loved Ones
Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously encompasses young children but can truly expand to include grandchildren or your surviving spouse. We live in a…
Read MoreThe New Role of a CPA
The New Role of a CPA: For many years, a CPA’s role was mainly just the tax and accounting that most people are familiar with, but fast forward to today…
Read MoreApril Power Hour -Take Charge of Your Taxes
Quote of the Month If Christianity is false, it holds no importance; if it is true, nothing surpasses its significance.” – C.S. Lewis Wins of the Month: • One delighted…
Read MoreImportant Memo – FDIC Bankers Lack Confidence in the FDIC
The FDIC is what insures your bank deposits and knowing something is FDIC insured, often gives people a sense of comfort or security. However, Wall Street Silver on Twitter recently…
Read MoreFebruary 2023 Market Update – 2023 Opportunities
Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell me that in plain English? I’m sure you’ve heard or even said that many times. Years ago I…
Read MoreTax Talk – The Secure Act 2.0
Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The Omnibus Appropriations package, which included the SECURE ACT 2.0 among other provisions, was signed on December 23. While…
Read More