Silver Linings Playbook
The global pandemic has caused massive disruption in the financial, healthcare, and employment markets over the past several months. It seems you can’t go more than a few hours without hearing about all the damage this virus is causing. Here are some of the possible opportunities, or “silver linings,” we see in our little corner of the world.
Read More »
Grants for First Responders & Volunteer Fire Departments
COVID-19 has put financial stress on individuals, businesses, and most of all, our first responders. During these times of difficulty for our nation and our world, our first responders are stepping up to the front lines–“one for all.” Our government has created several grants to provide financial support to our first responders, specifically our fire departments.
Read More »
Preparing in the Wake of a Pandemic
Some of you might be feeling anxious and uncertain because of the Coronavirus and its potential impact on the stock market. It is normal to feel this way. Unfortunately, this type of market decline is not unusual. Historically, there is a 10% market decline every 18 months. And nearly half of those declines turn into a 20% loss (about once every 3.5 years, believe it or not). However, there is a bright side.
Read More »
The Best States For Retirees
While clients think about how much income tax they’ll have to pay in retirement, we have found that the calculation is much deeper. First, as clients retire, their income typically drops substantially and moving to Florida or some other state with a low-income tax rate may not be worth the effort of moving.
Read More »
The Top Three Things We Have Learned About The New Tax Law
For the last two months, our Private Client Group has been focused on year-end tax planning. Our team has performed dozens of tax projections and has found several items about the new tax law that don’t seem to be getting much attention.
Read More »
