What 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...
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Sara Stiles, MSFP, CFP®
- Jan 10
- 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®
- Sep 29, 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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Sara Stiles, MSFP, CFP®
- Sep 13, 2021
- 5 min
Too 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.
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Sara Stiles, MSFP, CFP®
- Jul 9, 2021
- 8 min
Should 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?
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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®
- Nov 20, 2020
- 5 min
The Jobs Recovery: More Work to Be Done
While an effective vaccine could be a game changer, it will not instantly open businesses or return all employees to the same jobs they had.
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Sara Stiles, MSFP, CFP®
- Oct 18, 2020
- 3 min
Medicare Open Enrollment for 2021 Begins October 15
Medicare Open Enrollment for 2021 Begins October 15
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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 30, 2020
- 3 min
What Impact Will the Election Have on My Investments?
What has history taught us about the relationship between elections, political policies and stock market performance?
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Sara Stiles, MSFP, CFP®
- Sep 17, 2020
- 2 min
Student Loan Relief Extended Through End of Year
In August, the president signed a memorandum to extend federal student loan relief through December 31, 2020.
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Sara Stiles, MSFP, CFP®
- Jul 15, 2020
- 5 min
Small Businesses and the Impact of COVID-19
Over 30 million jobs are vulnerable – and the number might be higher
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Sara Stiles, MSFP, CFP®
- May 13, 2020
- 9 min
Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis
The CARES Act stimulus has a lot going on. We break some of the key features down for you here.
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