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February 23, 2021

What Lies Ahead for the Rest of 2021?

Watching the news lately can bring more questions than answers. Economically, it’s upbeat news one day and not so upbeat the next. It’s hard to gauge […]
February 15, 2021

Group Benefits on the Rise

Robust, holistic group benefits packages are on the rise over the last decade. Their prevalence has been amplified given the tumultuous events of the past year’s […]
February 4, 2021

Let’s Remember When Hype Happens

Released in 2018, “The Hype” is a catchy alternative rock song by Twenty One Pilots. It’s not a song about investing. However, two lines of the […]
November 27, 2020

IRS Releases 2021 Contribution Limits

How much can you save in 2021 in tax-advantaged accounts? The Internal Revenue Service recently announced the 2021 cost-of-living adjustments to the dollar limitations for qualified […]
November 19, 2020

Social Security Announces 2021 Benefits Adjustment

Folks receiving Social Security benefits will see a modest cost-of-living increase for 2021. The Social Security Administration announced in October a 1.3% boost for 2021, slightly […]
November 9, 2020

IRS Releases 2021 Income Tax Brackets

Each year, the IRS updates its individual income tax brackets to reflect inflation. Although we still have two months left in 2020, the IRS has already […]
November 2, 2020

Presidential Tax Proposals: Thoughtful Planning Wins, No Matter Who Does

Voter polls and betting markets at the time of this writing (late September) suggest that Joe Biden is favored to win the 2020 presidential election. One […]
October 2, 2020

The Power of Life Insurance

September was Life Insurance Awareness Month! We almost let it slip us by this hectic and unusual year. Nonetheless, we’re here to offer a friendly reminder […]
September 11, 2020

IRS Estimated Tax Payment Due September 15

This year has been an all-around bizarre year. Contributing to the craziness from a financial planning standpoint was the delayed tax-filing deadline. Normally April 15, the […]
August 31, 2020

Technology – It’s What’s for Dinner

I remember being in high school when I received an America Online CD in the mail and “dialing in” for the first time. It was an […]

Form ADV Part 2A

Form CRS