Don’t Let a Recession Catch You Off Guard: Steps to Secure Your Finances Search for: After a year of strong economic growth, the first two and a half months of 2025 took a sudden turn. Consumer confidence slid, business inventories increased, and the stock market...
Navigating Tax Season: HighlightingTax Deductions Search for: Tax season is here and doing taxes can be overwhelming. However, by understanding a few key concepts and utilizing available strategies, you may be able to plan ahead to minimize your tax burden for 2025....
Planning for The New Year – Financial Updates for 2025 and a Fraud Alert Reminder Search for: As we ring in the New Year, it’s time to think about how you can make strategic money moves that are effective in enhancing your personal finances as well as protecting...
The Presidential Election and the Stock Market Search for: Presidential elections stir up a lot of excitement and anxiety when it comes to the stock market. Many investors often wonder how the outcome of the election will affect their portfolios. This can lead to...
The Mega Backdoor Roth – Tax Free Growth Tax Free Retirement Search for: The Roth IRA, allowing individuals to save after-tax dollars and then grow those investments completely tax-free with no requirement to take distributions, were a welcome addition to the...
SEP IRA vs. Solo 401(k): Retirement Savings for the Self-Employed Search for: Being self-employed is never easy. Thinking about your retirement and associated retirement accounts is often an afterthought. But contributing to a retirement account is still critical. Two...
