News

31
May

Mid-Year Financial Check-In

Reviewing your financial goals, retirement planning, and life insurance policies once a year is essential, but many do not realize the benefits of reviewing mid-year. Summertime is the time when people know they’re halfway through the year and think about what they want to accomplish before fall. Summertime is a great time to perform a financial check-in, update your retirement plan, and any insurance policy you need to complete. The benefits of a mid-year review are many:

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24
May

What to Consider When Purchasing Life Insurance

Life insurance is a significant addition to your portfolio that help can protect your loved ones. And your beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance can reduce the financial burden they may face. Let’s take a closer look at how life insurance works and what to consider when you shop for life insurance so you can make an informed decision before purchasing life insurance.

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17
May

Retirement During COVID-19: What Has Changed?

While retirement is an exciting time, it can also be nerve-racking for many people. For some, living on a fixed income, coping with declining health, and dealing with the worry that they’ll outlive their savings is a concern. Unfortunately, retirement during COVID-19 has heightened risks.

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10
May

Tax Deadline Extended to May 17th

Typically, you have until April 15th to file your taxes. This year, however, is different. In response to the pandemic, the IRS had the tax deadline extended to May 17th, 2021.

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3
May

Why Are Interest Rates So Low?

There’s no denying that the Coronavirus pandemic has led to economic decline and uncertainty. As a result, the Federal Reserve has lowered interest rates.

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19
Apr

What You Need to Know- American Rescue Plan Act of 2021

The new stimulus plan may have an impact on your finances. The American Rescue Plan Act of 2021 is a $1.9 trillion relief package is designed to help struggling Americans overcome financial hardship. Here’s an overview of several of its most important components that relate to individuals:

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5
Apr

What You Should Know About the 2021 Tax Season

Due to the pandemic and Coronavirus Aid, Relief, and Economic Security (CARES) Act, the 2021 tax season may look a bit different this year. By becoming familiar with certain deductions and rules, you may be able to potentially avoid costly mistakes. Here’s what you need to know for the unique 2021 tax season:

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29
Mar

What You Need to Know About the Continued Booming Housing Market

We’re in the middle of a global pandemic, so why booming housing market? After all, the economy is down, and countless Americans are struggling with their finances. After all, the economy is down, and countless Americans are struggling with their finances. Let’s take a closer look at several of the many reasons the housing market is so hot during these unprecedented times.

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22
Mar

How to Prepare for Retirement in a Post-COVID Era

If the coronavirus pandemic has taken a toll on your finances, you may need to rethink your retirement strategy if you’ve lost your job, work part-time, or transitioned to a lower paying job. Here are some tips that may help you prepare for retirement and create a financially secure future in a post-COVID era.

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15
Mar

Women and Retirement

When it comes to retirement, women can experience more challenges saving for retirement than men. Some of these challenges include leaving the workforce to care for children or other family members and lower pay or challenges in finding full-time employment.

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