Eye on the U.S. Banking Crisis: Should You Be Worried?
With the media focused on historical banks collapsing, you might be concerned about your own deposit accounts. Here's why you shouldn't be.
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2022 Market Recap
The latest happenings.
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Grant Stiles, CIO
- Jan 23
- 15 min
Annual Market Review 2022
The year 2022 may best be described by one word: inflation.
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Sara Stiles, MSFP, CFP®
- Jan 10
- 6 min
SECURE Act 2.0: Key Updates for Retirement Savers
Dubbed the SECURE 2.0 Act of 2022,the legislation is designed to improve the current and future state of retiree income in the United States
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Sara Stiles, MSFP, CFP®
- Jul 13, 2022
- 3 min
Now Might Be a Good Time for a Roth Conversion
A cost-benefit analysis could help determine whether it would be beneficial to pay taxes on some of your IRA assets now rather than later.
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Sara Stiles, MSFP, CFP®
- Jan 10, 2022
- 5 min
The Fed Pivots to Fight Inflation
On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy.
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Sara Stiles, MSFP, CFP®
- Dec 16, 2021
- 4 min
Retirement Plan Limits on the Rise in 2022
Many IRA and retirement plan limits are indexed for inflation each year. The IRS has updated the 2022 numbers.
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Sara Stiles, MSFP, CFP®
- Nov 2, 2021
- 5 min
The Budget and the Debt Ceiling: Round 2
The budget and the debt ceiling are serious issues, but Congress has always found a way to resolve them in the past.
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Sara Stiles, MSFP, CFP®
- Sep 30, 2021
- 5 min
Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight
A number of advancing tax proposals have put corporations and high-income individuals in the spotlight.
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Eric Allee, MS-TAX, CPA
- May 18, 2021
- 4 min
American Families Plan Would Provide Benefits for Some, More Taxes for Others
Major provisions proposed in American Families Plan are summarized here, including some tax provisions.
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Amy Goode, MBA, CPA
- Apr 6, 2021
- 5 min
American Rescue Plan Act Provides Relief to Individuals and Businesses
On March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. Major relief provisions are summarized here.
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Sara Stiles, MSFP, CFP®
- Mar 2, 2021
- 5 min
Pandemic Relief Measures and Your Tax Return
Two emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers.
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Eric Allee, MS-TAX, CPA
- Feb 10, 2021
- 3 min
Federal Tax Filing Season Starts Soon
The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021.
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Sara Stiles, MSFP, CFP®
- Feb 1, 2021
- 5 min
Financial Aid Changes on the Horizon
The U.S. Department of Education has designated February as Financial Aid Awareness Month, and this year there's a lot to talk about.
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Sara Stiles, MSFP, CFP®
- Jan 19, 2021
- 1 min
Tax-Efficient Exit Planning on Main Street
Did you know you can buy our sell a business without needing to secure financing, and without paying brokerage commissions or six figures...
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Sara Stiles, MSFP, CFP®
- Jan 5, 2021
- 4 min
Consolidated Appropriations Act Provides Relief to Individuals and Businesses
On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief...
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Sara Stiles, MSFP, CFP®
- Dec 14, 2020
- 3 min
Year End Tax & Financial Planning To-Do's
As the year 2020 ends and 2021 begins, it's time to think about planning ahead to maximize tax savings and stay on track.
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Sara Stiles, MSFP, CFP®
- Oct 8, 2020
- 5 min
A Look at Presidential Tax Proposals
A shift in the balance of power can have wide-ranging implications for future government economic policies.
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Sara Stiles, MSFP, CFP®
- Sep 15, 2020
- 3 min
Temporary Payroll Tax Deferral: What you need to know
On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 202
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Sara Stiles, MSFP, CFP®
- Jul 14, 2020
- 6 min
Decisions, Decisions: Choosing Among Retirement Plan Contribution Types
Decisions, Decisions: Choosing Among Retirement Plan Contribution Types
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Sara Stiles, MSFP, CFP®
- Jul 11, 2020
- 7 min
Record Keeping for Your Business
Keeping good business records will not only help you stay in business but may also help you increase profits.
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