Chasing Yield, Biden Tax Plan & Social Security

The Chinese developer Evergrande has been in the news, the fear is they are over-leveraged and will soon miss interest payments to investors. This caused a big sell-off in the stock market on Monday and spooked some investors to the sidelines. As I write, the markets...

Financial Focus Fall 2021

Financial Focus Fall 2021 In This Edition: Three Things Anyone Can Do to Plug Financial Leaks — by John Stoj Should I Buy a House Now? — by Keith Spencer Spending Cryptocurrency – by Cortney Giles Give Back, Get Back: Being a Mentor in Retirement – by...

Having a Plan And Sticking To It!

Things usually go right when we follow a recipe. Things quickly turn into a disaster when we improvise or add in things that don’t belong. Let’s add a little more of this and let’s forget this…unless its bacon which makes everything better.  2020 has been a year...

Retirement Provisions of CARES Act

The CARES Act is 335 pages and has created a lot of opportunity for proactive tax planning, along with a lot of acronyms – CARES (Coronavirus Aid, Relief, and Economic Security Act), PPP, PUA, FPUC, EIDL, PPPHCEA & PEUC (Pandemic Emergency Unemployment...

One Day at a Time

As we try and  work our way through the pandemic, it can be very overwhelming looking for the end. One idea is to take an approach of “day to day”. It’s hard to do, but try every day to do something positive Number 1 priority – Keep yourself, family, and the...