There has now been a total of 6 pandemic relief acts passed in the United States. Coronavirus Preparedness and Response Supplemental Appropriations Act Families First Coronavirus Response Act CARES Act PPP and Healthcare Enhancement Act Consolidated Appropriations Act of 2021 American Rescue Plan Bill...
When to take Social Security receives much attention, for good reason. For the majority of Americans, it is the single largest resource for retirees. Adding complexity, evolving laws and strategies such as the file and suspend that have been taken away, leaves people wondering...
We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail our financial plan, yet FOMO (fear of missing out) is trending now and deserves our attention. Did someone ever say to you, “Would you...
It has been a busy year when it comes to updates and changes concerning your money. In addition to working on personal investment strategies that help our clients’ financial plans, we’ve had the SECURE Act and the CARES Act that have given us opportunities...
Proposition 19 recently passed in California, the results of which could mean property tax breaks for those over 55 in the state and potential tax increases for those inheriting homes from their parents or grandparents. For those homeowners thinking of downsizing, or those thinking...
With the election just days away and COVID-19 cases still surging globally, you may feel the unrest that goes along with not knowing the future nor being able to control it. They are calling 2020 The Year of Anxiety for good reasons. What is...
With our fee-only financial planners.