Wall Street Focuses on Debt Ceiling
Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now. Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be resolved. But how long will that shift in focus last? As you can see from the accompanying table, […]
What Do We Do Now
Dear Valued Investor, “What do we do now” has been on the mind of many investors now that Russia has invaded Ukraine. We see it on the news, we hear it from friends, and receive texts from family members. It may seem that now is the time to act, but your team with over 50 […]
What Does SEP Stand For?
Saving for retirement is one of the most important steps any individual can take. Whether you are a small business owner, self-employed individual, or employee, having a retirement plan is essential for ensuring your financial security after retirement. An SEP is a retirement plan specifically designed for business owners to provide savings for their own […]
What is a Financial Plan? Definition & Benefits
Everyone has future goals, and achieving these objectives requires capital. In other words, you need funds to help you get to the future you want. Financial planning lets you clearly understand your financial position and set attainable goals. This article will dive into the question, “What is a financial plan?” and provide useful tips on […]
What is an IRS 1099 Form?
The IRS uses a 1099 form to document income received by taxpayers from sources other than their employers. If you work as a freelancer, investor, or independent contractor, you should be familiar with the IRS 1099 form. This article will teach us more about the IRS 1099 form, including the various types and essential deadlines. […]
What is the chance you will outlive your life insurance?
We hosted a webinar last month addressing life insurance, disability insurance, long term care policies. If you were not able to sign on and watch it, we took care of recording it and have posted the recording below. As always, please contact our office if you have any questions about the recording or would like […]