Cashing out 401k to Pay Off Debt?
Paying off debt may appear to be an endless effort. With so many possible solutions, you may be at a loss for where to begin. Among your options may be…
2021 Financial Goal-Setting and the Fresh Start Theory
2021 Financial Goal-Setting and the Fresh Start Theory Have you ever heard of the “fresh start theory”? It’s basically a theory that people are more likely to tackle and achieve…
Trump signs bipartisan coronavirus relief bill after calling on Congress to approve $2,000 stimulus checks
President Donald Trump speaks during an event commemorating the repatriation of Native American remains and artifacts from Finland in the Oval Office of the White House in Washington, DC, September…
What Biden’s Tax Plan Means for You
The election went and came with as huge of a shebang as you’’d anticipate. Now that the dust has actually settled, there’’ s one clear winner: Joe Biden. Over the…
Am I On Track to Retire?
The only way to retire with financial security is by saving for retirement ASAP. Although setting aside retirement savings is a solid start in the right direction, making sure you’re…
2021 Tax Brackets Are Here: Here’s What You’ll Owe Next Year
The year 2021 is looking a lot like 2020, at least in terms of taxes. The IRS just released its inflation adjustments for 2021 federal income tax rates and brackets.…
Capital gains tax rates: How to calculate them and tips on how to minimize what you owe
The capital gains tax rate could be the same or less than your ordinary income tax rate, depending on how long you've owned your investments. Keith Srakocic/Associated Press The capital…
5 Year Rule
Ok, I'll keep this one simple. Last year we had a total of 2188 appointments scheduled. Some calls developed into a business, some developed into a 15-minute education session, and…
Benefits of Annuity Investments
An annuity is an investment option that offers an insurance component to individual investors. Annuity investments get their name because the investor has the ability to convert their investment into a set of periodic…
