ARTICLES

Are You Getting Adequately Paid for Your Cash?
Let’s start by getting to the point. You should call your bank and find out…

Consolidated Appropriations Act of 2023
The Consolidated Appropriations Act of 2023, enacted on December 29, 2022, includes the Secure 2.0…

Six Financial Actions to Take in Uncertain Times
During a volatile market environment like we find ourselves in today, or the steep market…

Bear Market Offers Opportunity for Roth IRA Conversions
In May 2022, after several months of volatility across all financial markets, the S&P 500…

Is a Recession on the Horizon?
The following is an update to an article we authored in October 2019, just a…

Equity-Indexed Universal Life Insurance and Structured Notes
Faced with high inflation, potential interest rate hikes and a destabilizing international political environment, today’s…

The New and Expanded Employee Retention Credit
Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…

Financial Lessons Learned from the Pandemic
Now that we have reached Summer 2021, when over 150 million Americans have been vaccinated,…

What You Should Know About the Biden Tax Proposals
With the Democrats controlling both houses of Congress, there is a likelihood that President Biden's…

Permanent Life Insurance
Perhaps no wealth planning tool is as strongly debated as permanent life insurance. On the…

2020 Year-End Tax Tips
Along with some COVID-19 related tax changes, the result of the recent Presidential election tends…

Estate Planning Essentials for All Ages
Estate planning is an important aspect of wealth management that should be addressed early in…
Global Equities Rise as Economy Remains Resilient