As you know, one must do the good work preparing for a coming storm before it arrives (and we know one will someday), even if you don’t know when or how severe. Although every client’s financial picture and goals are very different, we can still highlight the common steps taken to fortify our clients’ custom financial plans.
From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year.
If you claim your social security benefits and then realize doing so might not have been in your best interest, you may have an opportunity for a do-over.
With so much legislation making its way through Congress, the time may be right to start thinking about how to play defense against potential tax hikes.
From a medical perspective, the pandemic continues. But from an economic perspective? It appears to be over (for now).
President Biden introduced the American Jobs Plan. The following is a high-level summary of what we know so far, based on the White House Fact Sheet.