Leaving 2020 behind doesn’t mean we’re leaving all the drama behind, too. 2021 is still a pandemic year, bringing heaps of uncertainty with it. There are reasons to be optimistic about 2021, however. And reasons to be careful. So how do you strike a balance between cautious and hopeful in your New Year’s goals? The short answer is this: prepare for the worst, but hope for the best. Here’s Continue Reading
What the New Stimulus Package Means for Business Owners
With just days left of 2020, another stimulus package is on its way as part of the omnibus spending package. The document is over 5,000 pages long - you can check it out here for some light reading. Here are some of the ways it could impact business owners: Deducting expenses with the Payment Protection Program For business owners who received the Payment Protection Program loan, there was some Continue Reading
Is Your Financial Planner Right for You?
Like any good relationship, the one you have with your financial planner should be built on trust, understanding and effective communication. When you have a good working relationship with your financial planner, you’re more likely to be successful. So what should you look for in a planner, and what makes up a strong client-advisor relationship? Here are some of the key qualities and Continue Reading
How to Support Your Community This Holiday Season
2020 has hit small businesses hard, and the hits keep coming this holiday season. With few people allowed in stores and some services and group activities shut down, it’s going to be even more important to rally around your favorite small business over the next couple of months. The best way to support your community during the holidays is to continue to invest in small businesses. Focus on Continue Reading
Why You Should Consider a Roth Conversion in 2020
For so many people, their incomes took a hit in 2020. Layoffs, furloughs, cut hours....almost every family was affected in some way. Now the year is wrapping up, you might be feeling anxious about going into another year of uncertainty. One way to take advantage of the current climate and do something that will benefit you in the future is to convert your IRA to a Roth IRA before the year Continue Reading
Should You Buy Investment Real Estate Right Now?
Historic low rates have piqued the interest of potential investment real estate buyers - but is this a smart time to buy? If you’ve ever considered getting into the investment real estate game, it makes sense that you might be thinking about it more seriously these days. Homes for sale seem to be flying off the market, and rates are probably as low as they will be for awhile. However, there are Continue Reading
Busting Top Budget Myths
Anytime there’s a big change in your home, family or career, it’s a good time to look at the foundation of your financial plan: your budget. Everyone needs a budget. It doesn’t matter how much or how little you earn, or how boring it sounds - you do need one! I want to break down some of the biggest budget myths I hear about, and maybe convince you that it’s well worth your time and energy to Continue Reading
5 Financial Skills You Should Have in 2020
2020 has thrown most people - and their finances - for a loop. This year that has really emphasized why we put financial safeguards in place, and what can happen if we don’t. But the year’s not over yet. There is still time to finish out 2020 strong, prepared for whatever next year has in store. Here are five financial skills to brush up on right now: Financial Skills for 2020: Saving like a Continue Reading
Open Enrollment: How to Prepare This Year
For most people, their company’s open enrollment kicks off sometime between September and November. It’s the chance you have each year to analyze your benefits and make sure they still reflect your needs, and your family’s needs. Too many people skim over the information they receive for open enrollment and commit to what they had last year. But a lot can change in a year, and you could be Continue Reading
Estate Plan Moves for Your 40s
By the time you’re in your forties, you should have a pretty thorough estate plan in place. You might have kids and a spouse to think of, are more established in your career and typically have some assets to your name. Don’t panic if you’ve barely begun on your estate plan. It’s simple to put the basics in place, and you can fill in any gaps from there. That being said, if you’re missing Continue Reading
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