Blog

The Earnings Boom Is Here

The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021’s first quarter has the makings of another potentially great earnings season. The reopening of the economy continues to move forward, and corporate America has done an excellent job managing through the pandemic. In fact, it won’t take much … Read more

Retirement Planning: To Roth or Not to Roth?

When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even if you do, there are reasons you may want to consider using Traditional and/or Roth IRAs to supplement your retirement savings. There … Read more

How to Increase Your Financial Literacy

Unlike verbal literacy, financial literacy isn’t often taught in schools—which means that many people may enter adulthood without having all the tools they need to make informed and effective financial decisions.[1] Fortunately, gaining financial literacy doesn’t need to be a long or complicated process. Read on for three simple things you can do to work toward … Read more

Eight Key Facts to Know about Social Security

A whopping 70 percent of adults in their 20s through 50s fear that the Social Security program might be reduced or eliminated by the time they retire, and don’t know what to expect.1  It’s important for all adults to be informed of what awaits them when they reach Social Security retirement age. Read on for eight … Read more

How Financial Asset Management May Help Investors Stay the Course

Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time outweighs such risks. However, because there are no guarantees, investing assets can be a nerve-wracking experience – especially during periods … Read more

Global Vaccinations: More Shots = Less COVID-19

The Food and Drug Administration (FDA) approval of the Johnson & Johnson vaccine on March 1 added another important tool in the fight against COVID-19. President Biden reported Wednesday that thanks to a deal with Merck & Co. to manufacture this easy to transport, single-shot vaccine, there will be enough supply to vaccinate the whole … Read more

All Online, All, the Time?

Once upon a time, investing in the stock market involved ticker tape and a lot of phone calls. Today, most investors reach no further than their pocket for up-to-the-minute market updates, portfolio valuations, trading capabilities, and analytics. The property management industry is only now beginning to complete a similar transition, and many real estate investors … Read more

Protecting Yourself from Tax Identity Theft

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), … Read more

Categories Tax

Managing Caregivers Stress

With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well. Informal caregivers may find that their work is rewarding, since they ensure that their loved one is getting the care they need and able to live their twilight years how they want; … Read more