Estate planning is a complex and often sensitive subject; you are, after all, trying to make significant decisions as to what will happen after you die. Towards that end, it is helpful that there are a number of legal and financial instruments in place to make that process easier and…
The Biden administration has unrolled a number of tax breaks and economic stimulus programs in its first few months, and these plans and their potential ramifications have been the subject of some discussion among both financial pundits and investors. One of the more deeply discussed issues is the ongoing series…
2020 was a tumultuous year for both the global and the US economy, and that tumult left many investors and consumers hoping for better, smoother days ahead. Now that we’re well into 2021 both temporally and financially, it would seem that things are improving. Jobless claims are down, job creation…
The last year has been a wild ride, from an economic perspective. The COVID pandemic and the resulting business and financial uncertainties have delivered both pitfalls and opportunities for investors and stakeholders alike. As we move into 2021, there seems to be a light at the end of the tunnel….
A home loan is the biggest financial liability most Americans ever assume, and paying off a mortgage is a long-term goal for many of us. The question then arises as to whether or not you should pay off your mortgage early. This is a fairly complex question, both due to…
We’re humbled by the trust our clients place in us and we do our best to honor that trust by treating them like family, getting to know their unique needs and goals, and working with them closely to get them to where they need to be. While we are guided…
Let’s open this one with a caveat: the situation which we’re discussing here is evolving rapidly and the ultimate resolution remains unseen. Investors and markets have been repeatedly astounded over the last few weeks by an unprecedented series of events around video game retailer Gamestop. Largely regarded as a dying…
Any transition is a time of uncertainty, but moving into the New Year and the shift from Trump to Biden raises additional concerns for many investors. In particular, the nature of Joe Biden’s tax plan and the role it will play in the lives of those planning for their financial…
As the title suggests, this is a second in a two-part series, so we recommend reading or reviewing part one before continuing here. In Part 1, we discussed planning and preparation for potential civil unrest. Now in Part 2, we’ll delve into what to do if such an event is…
Business planning is at least in part about risk management and risk mitigation. As businesses of all sizes continue to navigate the unique challenges this year has thrown at them, many business owners are dealing with concerns about civil unrest and how such disturbances might affect their operations both immediately…
As we navigate the ever-evolving situation that is 2020, we must not lose focus on the important things. Charitable giving is an important consideration for any business, and for a number of different reasons. Charitable giving can be an important tool financially, socially, and as a component of your company…
Whether man-made or natural, disasters are an unwelcome but inevitable part of life for both individuals and businesses. While a plethora of guides and informative articles exist regarding individual and household preparedness, there are relatively few resources available for disaster preparedness for businesses of any size. As such we’d like…
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