Why Does the Beginning of 2022 Feel Different?

Let’s face it, 2022 has had a rocky start. We’ve seen a lot of selling, a lot of volatility, and rebalancing among asset classes during these first few weeks of the year. Much of this change is attributed to expectations around inflation and what steps the Fed will take in response. Throw into this mix, […]

A Primer on Series I Savings Bonds

You may be familiar with Series E or EE savings bonds, which were the paper bonds you used to be able to buy at your local bank. Often used as gifts for birthdays or graduations, Series EE savings bonds earn a fixed rate of interest and, regardless of the rate, are guaranteed to double in […]

Your Dynamic Duo

Your CPA and Your Financial Professional – Dynamic Duo They may not be fighting crime exactly, but this dynamic duo should definitely have “hero” status when it comes to protecting and building wealth. When these professionals work together to identify problems and find better solutions, you will have the confidence of knowing you have a […]

Your 4% Withdrawal Strategy May Not Be Enough

Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income during retirement, but little discussion on the important role taxes play in how much cash you will actually have on hand. That’s why […]

How the Child Tax Credit Payments Could Impact Your 2021 Tax Return

If you are one of the millions of American taxpayers receiving advance Child Tax Credit payments from the IRS this year, you may be wondering how this could affect your 2021 tax return. We know changes to your taxes can be confusing and difficult to navigate at the best of times, and the coronavirus pandemic […]