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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Tuesday, January 5, 2021

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees...

Thursday, December 31, 2020

As I mentioned in my Christmas message, many of us have lost family and friends this past year, jobs were lost or furloughed, we learned the fun of Zoom (ahem!) meetings and remote learning due to the pandemic. 2020 had many challenges...

Monday, December 14, 2020

Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill.The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq Composite index...

Monday, December 14, 2020

Wow, it's hard to believe Christmas is almost here, followed by the hope of a New Year. The holiday season this year may seem different for many of us, but we all shall work through these tough time together. Personally, this year has...

Monday, December 7, 2020

Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package.The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq Composite index...

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Monday, November 30, 2020

Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard & Poor’s 500 added...

Friday, October 30, 2020

Retirement planning can be stressful enough on its own, but the added anxiety caused by the current uncertain market environment may be overwhelming. Now more than ever, you may feel uneasy about your financial future. I am committed...

Thursday, October 29, 2020

On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable...

Thursday, October 8, 2020

As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?"In reality, however,...

Tuesday, August 25, 2020

With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...

Monday, March 30, 2020

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and Economic Security (CARES) Act, a $2.2 trillion emergency financial stimulus package. The most notable provision of the CARES act is the Recovery Rebate...

Wednesday, March 25, 2020

Due to the coronavirus pandemic, the Internal Revenue Service extended the filing and tax payment due date for the tax year 2019 tax returns to July 15, 2020. Interest and penalties will start accruing on July 16, 2020 for any unpaid...

Monday, January 6, 2020

On December 20, 2019, the Congress passed and the President signed into law the SECURE (Setting Every Community Up for Retirement Enhancement) Act. The key changes affect the rules regarding the age for Required Minimum Distributions...

Monday, November 4, 2019

Here are a few tax strategies or moves that you can make before the end of the year to help reduce your 2019 personal income taxes. Double-check your withholding.Did you have too much or too little tax withheld from your paychecks and...

Thursday, July 18, 2019

"One small step for man, one giant leap for mankind" Neil Armstrong Fifty years ago on July 20, 1969, Neil Armstrong, Buzz Aldrin and Michael Collins achieved the ultimate goal of President Kennedy's challenge of putting a man on the...

Tuesday, July 3, 2018

According to the Kiplinger Tax Letter dated June 29, 2018; "Filling out the 1040 next year will be more challenging for many filers." This conclusion is based upon their review of the drafts of the new form. The President indicated...

Wednesday, May 23, 2018

The Tax Act and Jobs Act made significant changes to the tax law, including changing the tax rates and brackets, increasing the standard deductions, eliminating personal exemptions, increasing the child tax credit and limiting or...