Archive for March 2021
Pitfalls to be Aware of This Tax Season
Millions of Americans took advantage of the delayed tax-filing deadline in 2020. In fact, according to one survey, 11% of taxpayers filed their 2019 returns after the July 15 extension,…
Read MoreThe American Rescue Plan
Roughly one year ago, Congress passed the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. It was a massive, $2 trillion stimulus package designed to help boost the…
Read MoreThat Pesky Early Withdrawal Penalty: It’s There for a Reason
One way for the government to potentially earn more tax revenue is by eliminating the early withdrawal penalty. This is the typical 10%-tax penalty on distributions from retirement accounts by…
Read MoreThere’s Still Time to Contribute to your IRA!
If you haven’t already contributed to an IRA (Individual Retirement Account), there’s still time to do so. Many people don’t know that the 2020 contribution deadline is actually April 15,…
Read MoreIs the Market Poised for a Value Shift?
The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many…
Read MoreThe Social Media Investor
But Paul, so and so from social media told me to put all my money in this company!” With the increase in media attention the past couple of months, I…
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