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Monday, March 20, 2023

Cents-per-mile rule, parking and transportation benefits and health FSAsThe IRS has released the 2023 final version of its Publication 15-B (The Employer’s Tax Guide to Fringe Benefits).The “What’s New”...

Monday, March 20, 2023

With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the...

Wednesday, February 1, 2023

Here’s what to know and how you can help protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date information or Social Security Number (SSN) to steal from your accounts, open a new and...

Wednesday, February 1, 2023

February is American Heart Month and the perfect time to get serious about your heart health. Heart disease is the number one killer of Americans and a disease that may be prevented and treated with proper health and screening. Take a. . .

Wednesday, February 1, 2023

When you are busy running a company, it may be difficult to think about your taxes. Proactive tax planning helps you to avoid an unexpected tax liability when you file. These helpful strategies may offset your tax liability and might...

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Wednesday, February 1, 2023

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Wednesday, February 1, 2023

What is an estate tax return? When you die, you will leave behind all your property (everything you own) and debts (everything you owe). All this is called your estate. After the debts have been paid, the various items left in your...

Sunday, January 1, 2023

What if you focused on your system instead of just your goals?Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of...

Sunday, January 1, 2023

While you never know your needs as you age, the first step is thinking about your financial situation and health today so you can plan for your later years. With a one in four chance of making it to our 90th birthday, being independent...

Sunday, January 1, 2023

Financial wellness studies over the past few years indicate that investors desire financial wellness. The recent pandemic, economic and inflationary conditions, changes in work-life balance, and more responsibility for financial...

Sunday, January 1, 2023

After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working. While you will likely see a reduction in the amount...

Sunday, January 1, 2023

Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do...

Tuesday, December 6, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...

Thursday, December 1, 2022

At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over...

Thursday, December 1, 2022

Finding the perfect gift for those on your list can be difficult, but you can make your holiday shopping easier by gifting subscription boxes. These packages of hand-selected goodies can be arranged and mailed for you, and if you...

Thursday, December 1, 2022

It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan...

Thursday, December 1, 2022

Just as it is important to be physically and mentally fit, it is also important to be fiscally fit. Fiscal fitness is not only about how much money you earn or the balance in your savings or retirement accounts. Instead, it is...

Thursday, December 1, 2022

For many investors, this year has been a wild ride—with interest rate increases, a crypto implosion, and whipsawing values in the major market indices. It might be tough to catch one's breath and look ahead to next year. But the...

Thursday, December 1, 2022

Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Consider opportunities to defer income to 2023, particularly if you think you may be in a lower tax...

Wednesday, November 2, 2022

October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities...

Tuesday, November 1, 2022

As cloud storage becomes more common, data security is an increasing concern. Companies and schools have been increasing their use of services like Google Drive for some time, and lots of individual users also store files on Dropbox,...

Tuesday, November 1, 2022

You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition and...

Tuesday, November 1, 2022

The annual approach of winter makes autumn an ideal time to bring in fun decor elements like fluffy throws and pillows, candles, and warm autumnal colors. Follow these tips to make your home the coziest it can be.ADD LAYERS AND...

Tuesday, November 1, 2022

We spend billions annually on our pets, so pet planning really is prudentAre you a good pet owner? Owning an animal means more than feeding it and loving it. Pets aren’t cheap, so doing right by Fido or Tabby involves financial...

Tuesday, November 1, 2022

From fluctuating gas prices to market volatility to inflation fears, it may be tough to tune out the noise when trying to gauge how your investments perform. And if you are like most investors, you try to resist the...

Tuesday, November 1, 2022

A list of things to consider as you think about year-end charitable donationsWith its family traditions and festive celebrations, the holiday season is the most wonderful time of the year. And according to GivingTuesday.org, the giving...

Tuesday, November 1, 2022

Black Friday and Cyber Monday are two of the greatest days to score deals for holiday shopping. Unfortunately, with amazing deals plentiful, some scammers use these days to take advantage of shoppers looking for the greatest bargains...

Tuesday, November 1, 2022

Planning financially for retirement can help you age with confidenceYes, there are good things about being old, such as increased happiness, less stress, better marriages and deeper friendships. You seldom hear that: People...

Wednesday, October 12, 2022

Each year, the U.S. Department of Education distributes more than $150 billion in grants, loans, and work-study awards to millions of college students. With these financial aid programs, tuition, room and board, books, and other...

Wednesday, October 12, 2022

Being an educator requires expertise and that you stay current on developments in your field. However, that level of ongoing attention can make it difficult to find the time to stay on top of issues that affect your finances, or to put...

Wednesday, October 12, 2022

The terms Medicare and Medicaid are similar sounding names; however, these programs serve very different needs. Medicare is a health insurance benefit program for those aged 65 and older and others with certain disabilities. Medicare...

Wednesday, October 12, 2022

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

Wednesday, October 12, 2022

Those turning 65 this year have a 7 in 10 chance of needing long-term care (LTC) at some point.1 With the cost of a private room in a nursing home now topping $100,000 per year, the thought of paying this — or for a loved...

Monday, October 10, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...

Thursday, October 6, 2022

Small businesses face many problems related to their size, capital, and capability, and for women-owned small businesses, the challenge is sometimes even greater. The good news is there are many professional organizations out there...

Monday, October 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...

Monday, September 26, 2022

Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.The Dow Jones Industrial Average dropped 4.00%, while the Standard &...

Monday, September 19, 2022

A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period. The Dow Jones Industrial Average fell...

Monday, September 12, 2022

In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...

Tuesday, September 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...

Monday, August 29, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...

Monday, August 22, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...

Monday, August 15, 2022

An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...

Tuesday, August 9, 2022

Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...

Monday, August 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

Tuesday, July 19, 2022

A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...

Tuesday, June 21, 2022

Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data.The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq...

Wednesday, June 15, 2022

A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped 5.05%. The Nasdaq Composite index...

Tuesday, June 7, 2022

In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...

Wednesday, June 1, 2022

Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...

Monday, May 9, 2022

Monday, May 2, 2022

Monday, April 25, 2022

Monday, April 18, 2022

Wednesday, April 13, 2022

Monday, March 28, 2022

Monday, March 21, 2022

Tuesday, March 15, 2022

Thursday, March 10, 2022

Monday, January 24, 2022

Tuesday, January 18, 2022