Inflation Can Be Managed

Economics is often called the “dismal science” in part because of its poor track record at making predictions. Perhaps the biggest reason for this is the difficulty in determining whether something is a new trend or a temporary event.
Important Tax Numbers for 2022

With the new year right around the corner, we thought we’d go ahead and provide you with some important tax numbers for 2022.
Medicare Cost Changes for 2022

The Centers for Medicare & Medicaid Services recently released the 2022 changes for Medicare premiums and deductibles for Part A and Part B.
Biden Signs Infrastructure Bill

At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.
A Positive Take on the “Great Resignation”

Perhaps the biggest side effect of the rapid economic recovery is the historic number of job openings across the country.
Are Capital Gains Taxes Changing?

There are a lot of questions about President Biden’s Build Back Better plan and potential tax changes, including capital gains taxes.
The Importance of Starting Early

The NCAA, the governing body of North American collegiate sports, has historically limited the monetary benefits that college athletes could receive from their schools to little more than scholarships.
Social Security Announces Large COLA Increase in 2022

Earlier this week, the Social Security Administration announced a 5.9% cost of living adjustment (COLA) for benefits beginning in 2022.
The $35 Trillion Wealth Transfer

The mother of all wealth transfers is coming. Baby Boomer heirs listen up: it’s not quite as soon as they are saying and not quite as much…
New Job! Exciting…But What Happens with Your Old 401(k)?

The opportunity for a new job or career is an exciting time, and if you are like most, you will change jobs or careers more than once.
How to Financially Plan for a Wedding

As an incoming 2022 bride, I figured “COVID Brides” would have been a phenomenon of the past by the time my big day rolled around.
Your Tax Brief…What’s the Latest?

Capitol Hill is producing more drama than Hollywood. We’ve got bold statements, ultimatums, cliff-hangers, and confusing sequels.
Medicare Open Enrollment Begins Oct. 15th. What You Need to Know.

Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year.
What Should I Consider When Reviewing Health and Life Insurance Policies?

September is National Insurance Month. Ok, so it’s no National Pizza Day or National Margarita Day, but it is something I’m interested in! A healthy review of policies is always good, and we are happy to discuss mitigating risks with insurance.
Don’t Let the Tax Tail Wag the Dog

There are perhaps no two topics as controversial as deficits and taxes. Differences in political and social opinions on these issues are almost guaranteed to lead to heated discussions, even among otherwise calm individuals.