Inflation, Market Corrections, and Rising Interest Rates! Oh My!
Check in frequently as I discuss topics and issues that affect YOU and YOUR financial goals!
Self Employed Retirement
Ahead of the Midterms 2022
The midterm elections are underway. In many states, ballots have been delivered and, in several cases, already returned by Americans exercising one of the most sacred of their Constitutional rights.Election Day is always the Tuesday...Read More
Reduce your tax liability today
Today, many successful business owners are using advanced retirement strategy designs to manage tax liabilities. For example, a Roth 401(k) paired with a profit-sharing or defined benefit plan gives you the opportunity to:Forego a...Read More
Stubborn Inflation Tests Fed's Resolve
Stubborn doesn’t seem like a strong enough word, but that’s how Fed officials are describing inflation.Inflation's “stubbornness” has been on full display in recent weeks: First, the Producer Price Index (PPI)...Read More
Important Details on Student Loan Relief
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...Read More
What is Happening with CPI and Inflation?
Believe me, everyone on Wall Street wants inflation to go away, or at least shrink back to below 2%, a level we enjoyed not so long ago.But Tuesday's Consumer Price Index report showed it might be some time before we see 2% again....Read More
The Fed's Inflation Nowcasting Tool
Does waiting 30 days for a government report seem a bit unreasonable? After all, we live in a world of instant messages and real-time quotes. Why should we wait a whole month between updates on the Consumer Price Index to see what's...Read More
What Story Is the P/E Telling?
If you’re trying to get an inside edge on Wall Street, you’re probably paying attention to an array of stats and measurements. But there’s one indicator you might be overlooking.I’m talking about the...Read More
Is the Market unBEARable?
What is a BEAR Market? How does it affect me?Read More
The "R" word..... RECESSION!
Inflation with an Attitude
Are Americans Saving Too Much?
Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits.A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra...Read More
Life Insurance at an Early Age
Perhaps you’ve heard the maxim, “Preparation is the key to success.” But when it comes to life insurance, knowing when to prepare is almost as important as the preparation itself. Sure, it can be difficult to think...Read More
Reminder to Complete 2020 IRA Contributions
Did you know that you can still contribute to your IRA for 2020 tax year? Now is the time to make final contributions to your IRA for 2020. Any contributions made before April 15, 2021, may mean an additional deduction or credit on...Read More
5 Highlights of the New Stimulus Package
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...Read More