Blog

17 Things You Need to Know About the New Stimulus Package

By Jamie Hopkins

Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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How to Make Sense of Retirement and Estate Finance

Posted on December 22, 2020

Estate Planning for the Family Farm and Your Legacy

Posted on December 9, 2020

How the Results of the Election Could Impact the Markets and Your Financial Plan

Posted on November 5, 2020

How Estate and Gift Taxes Can Impact Your Financial Plan

Posted on October 15, 2020

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In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Posted on January 28, 2020

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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10 Common Estate Planning Mistakes (and How to Avoid Them)

Posted on December 6, 2019

4 Ways To Improve Your Estate Plan

Posted on November 11, 2019

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Market Commentary

Market Commentary: Biden Proposes New Stimulus Package as Signs Point to Economic Slowdown

The signs of an economic slowdown continue. Initial jobless claims, which are released weekly, spiked to 965,000 last week. Claims increased by 181,000 and marked the highest weekly total since mid-August. Continuing claims increased 199,000, indicating those losing work are not finding new …

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Market Commentary: Markets Start the New Year Strong Despite the Chaos in Washington

Market Commentary: S&P 500 Finishes the Year at a Record High, Unemployment Numbers Decrease Slowly

Market Commentary: Trump Signs New Stimulus Package as Vaccine Distribution Continues

Market Commentary: New Support Package to Provide Assistance to Individuals, Businesses and More

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Newsletters

Help Improve Your Financial Plan This Year with These One-time Adjustments

Posted on January 4, 2021

It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolu …

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Blog

17 Things You Need to Know About the New Stimulus Package

How to Make Sense of Retirement and Estate Finance

Estate Planning for the Family Farm and Your Legacy

How the Results of the Election Could Impact the Markets and Your Financial Plan

How Estate and Gift Taxes Can Impact Your Financial Plan

In the News

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

10 Common Estate Planning Mistakes (and How to Avoid Them)

4 Ways To Improve Your Estate Plan

Market Commentary

Market Commentary

Market Commentary: Biden Proposes New Stimulus Package as Signs Point to Economic Slowdown

Market Commentary: Markets Start the New Year Strong Despite the Chaos in Washington

Market Commentary: S&P 500 Finishes the Year at a Record High, Unemployment Numbers Decrease Slowly

Market Commentary: Trump Signs New Stimulus Package as Vaccine Distribution Continues

Market Commentary: New Support Package to Provide Assistance to Individuals, Businesses and More

Newsletters

Newsletters

Help Improve Your Financial Plan This Year with These One-time Adjustments

Giving to Charity for the Holidays, Even Though It’s 2020

Your Year-End Tax Checklist, Plus a Few Extras for 2020

How Financial Scams Work, and How to Keep Yourself Safe No Matter Your Level of Wealth

How to Invest Creatively in Your Fall Vacation this Year

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