Posts by webteam
What Lies Ahead for Pension Plans
Financial professionals and economists have been talking about the “graying of America” and the retirement crisis for at least a couple of decades. Now, it seems, things have reached a tipping point. Even labor union workers, largely beneficiaries of rich benefits and pension plans, have been hit hard.
Read MoreQualified Business Income Deduction (QBI): What You Need To Know
One of the provisions included in the Tax Cuts and Jobs Act of 2017 was the Qualified Business Income (QBI) deduction. It is designed as a tax break for small…
Read MoreRetirement Planning and Tax Savings Insights
Amid lost jobs and a scaled-back economy in 2020, some workers may have decided to retire earlier than planned. There are a couple of Social Security strategies worth considering in…
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…
Read MoreVaccines and the Stock Market
If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form of COVID-19 vaccines. Economists and…
Read MorePandemic Highlights the Difference Between Economics and Finance
One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same thing, nor do they necessarily move in lockstep.…
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