Grant Stiles, CIOApr 15 minWhat Do Rising Interest Rates Mean for Your Money?On March 16, 2022, the Federal Open Market Committee (FOMC) of the Federal Reserve raised the benchmark federal funds rate by 0.25% to a...
Sara Stiles, MSFP, CFP®Jan 115 minThe Fed Pivots to Fight InflationOn December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy.
Sara Stiles, MSFP, CFP®Dec 16, 20214 minRetirement Plan Limits on the Rise in 2022Many IRA and retirement plan limits are indexed for inflation each year. The IRS has updated the 2022 numbers.
Sara Stiles, MSFP, CFP®Sep 30, 20215 minAdvancing Tax Proposals Put Corporations and High-Income Individuals in SpotlightA number of advancing tax proposals have put corporations and high-income individuals in the spotlight.
Sara Stiles, MSFP, CFP®Sep 13, 20215 minToo Hot to Handle: What's Aheadfor the U.S. Housing Market?The U.S. housing market, already strong before the pandemic, has heated up to record levels in 2021.
Sara Stiles, MSFP, CFP®Jul 9, 20218 minShould You Be Concerned About Inflation?Are rising prices a temporary issue that will fade or a signal of a wide-spread, longer-term economic pullback?
Eric Allee, MS-TAX, CPA May 18, 20214 minAmerican Families Plan Would Provide Benefits for Some, More Taxes for OthersMajor provisions proposed in American Families Plan are summarized here, including some tax provisions.
Amy Goode, MBA, CPAApr 6, 20215 minAmerican Rescue Plan Act Provides Relief to Individuals and BusinessesOn March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. Major relief provisions are summarized here.
Sara Stiles, MSFP, CFP®Mar 2, 20215 minPandemic Relief Measures and Your Tax ReturnTwo emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers.
Eric Allee, MS-TAX, CPA Feb 10, 20213 minFederal Tax Filing Season Starts SoonThe IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021.
Sara Stiles, MSFP, CFP®Feb 1, 20215 minFinancial Aid Changes on the HorizonThe U.S. Department of Education has designated February as Financial Aid Awareness Month, and this year there's a lot to talk about.
Sara Stiles, MSFP, CFP®Jan 19, 20211 minTax-Efficient Exit Planning on Main StreetDid you know you can buy our sell a business without needing to secure financing, and without paying brokerage commissions or six figures...
Sara Stiles, MSFP, CFP®Jan 5, 20214 minConsolidated Appropriations Act Provides Relief to Individuals and BusinessesOn Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief...
Sara Stiles, MSFP, CFP®Nov 20, 20205 minThe Jobs Recovery: More Work to Be DoneWhile an effective vaccine could be a game changer, it will not instantly open businesses or return all employees to the same jobs they had.
Sara Stiles, MSFP, CFP®Oct 19, 20203 minMedicare Open Enrollment for 2021 Begins October 15Medicare Open Enrollment for 2021 Begins October 15
Sara Stiles, MSFP, CFP®Oct 9, 20205 minA Look at Presidential Tax ProposalsA shift in the balance of power can have wide-ranging implications for future government economic policies.
Sara Stiles, MSFP, CFP®Sep 30, 20203 minWhat Impact Will the Election Have on My Investments? What has history taught us about the relationship between elections, political policies and stock market performance?
Sara Stiles, MSFP, CFP®Sep 17, 20202 minStudent Loan Relief Extended Through End of YearIn August, the president signed a memorandum to extend federal student loan relief through December 31, 2020.
Sara Stiles, MSFP, CFP®Jul 15, 20205 minSmall Businesses and the Impact of COVID-19 Over 30 million jobs are vulnerable – and the number might be higher
Sara Stiles, MSFP, CFP®May 13, 20209 minSmall Businesses Eligible for Numerous Relief Programs During COVID-19 CrisisThe CARES Act stimulus has a lot going on. We break some of the key features down for you here.