2022 Financial Fitness Checkup Card
2022 Financial Fitness Checkup Card Read More »
Tax season is upon us again. It officially began on January 24, and you’ll need to file by April 18, 2022 (unless you file for an extension). The deadline is usually April 15th but the Washington DC holiday, Emancipation Day, falls on Saturday, April 16, 2022, and is observed on Friday, April 15th. As a
What’s New This Tax Year? Read More »
The start of this year has brought some market volatility that might have caused yousome uneasiness. It might be difficult but remember that this is normal – especially aftera year when the S&P 500 index ended up approximately 27% (and the last 3 years up100%). It can be hard to stay calm when markets start
Dealing with Market Volatility Read More »
It’s not uncommon for people to pay more in taxes than anticipated because our tax systemtreats various income types differently and has tax and penalties that are many are unaware.One way of considering the stages of retirement could be first, your pre-retirement or work andsaving years, usually before age 50 to 60. Next, early retirement,
Tax Planning Changes Throughout Retirement Read More »
By any measure, 2021 was a strong year for investors. But what’s in store for2022? From my perspective, I expect that many of the same forces thatinfluenced markets last year will play a role again in the year ahead. COVID-19 remains tragic and unpredictable. The pandemic was one of theprimary drivers of financial market activity
Predictions for 2022 Read More »
The year 2021 was a banner year for investors. The broad-based S&P 500 Index, which is made up of 500 larger U.S. companies, finished the year up 26.9%. If we included reinvested dividends, the index advanced 28.7%, according to S&P Dow Jones Indices.
A Banner Year and a New Year Read More »
The new year is the perfect break in the calendar that allows us to take off the old and put on the new. It’s like turning the page. It’s a new chapter. It’s a new book! You can’t change the past, but you can change the future. One way we can make a change is
How to follow through on New Year’s Resolutions Read More »