Changes In Store for Estate & Gift Tax Planning

By Anne Zavaglia
Posted on May 3rd, 2021

By Anne Zavaglia, CFP® & Clint Edgington, CFA There are several bills that have been introduced in the Senate that would have a serious impact […]

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How Well Do You Understand Retirement Plan Rules?

By Mark Fissel
Posted on April 30th, 2021

Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see […]

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Growing Interest in Socially Responsible Investing

By Mark Fissel
Posted on April 30th, 2021

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact […]

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Tax Increases on the Horizon

By Anne Zavaglia
Posted on April 30th, 2021

President Biden has been a proponent of raising taxes on those earning more than $400k per year. This is in addition to reverting the Estate […]

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April 2021

By Mark Fissel
Posted on April 6th, 2021

Monthly Market Recap The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains […]

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Real Estate for Income and Diversification

By Mark Fissel
Posted on April 5th, 2021

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is […]

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Is Your Home Office Also a Tax Shelter?

By Mark Fissel
Posted on April 5th, 2021

The pandemic ushered in the age of video meetings, providing a glimpse into many kinds of home workspaces. For many workers, a dedicated home office […]

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Should You Convert Your Term Life to Permanent Life Insurance?

By Mark Fissel
Posted on April 5th, 2021

Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die […]

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March 2021 Market Recap

By Clint Edgington
Posted on April 5th, 2021

The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains of +545k being […]

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Paycheck Protection Program Extended

By Anne Zavaglia
Posted on April 5th, 2021

The Paycheck Protection Program has been extended to June 30, 2021.  The American Rescue Plan provided an additional $7.25 billion in funding to the program.  […]

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