Are Tax and Retirement Law Changes on the Horizon?
June 14th, 2021 by Jim AllenWith a new President and Congress in place, and the COVID pandemic appearing to finally wind down, attention is now being focused on new tax legislation. The financial media has
New Tax Law Provides Some COVID Relief
March 16th, 2021 by Jim AllenAs you were likely aware, President Biden & Congress have been working on a major piece of tax legislation to provide financial relief to individuals impacted by the COVID pandemic.
Reddit/Gamestop Trading Frenzy: What Have We Learned?
February 16th, 2021 by Tanner WrisleyA few weeks ago, the stock market saw a number of meteoric rises from a number of specific retail stocks. These companies had no new news or change in outlook
For Social Security Planning- Both the Tortoise and the Hare Can Win
February 5th, 2021 by Jim AllenOne of the major financial decisions people nearing retirement must make is when to turn on their Social Security benefits. There isn’t one set age like there is for Medicare,
For Your Financial Plan- Be Like Gumby
January 26th, 2021 by Jim AllenWhen it comes to financial planning, being flexible is the key to long term success. Whether you are a pre-retiree or recently retired, you are potentially facing a 25-to-35-year retirement.
What’s New in Tax for 2021
January 13th, 2021 by Jim AllenAs we ring in a new year, we want to remind you of some tax law changes for 2021. While there were several significant pieces of tax legislation last
COVID Financial Relief Package Signed Into Law
December 28th, 2020 by Jim AllenAfter months of negotiation, and some last-minute drama, President Trump finally signed the “Appropriations Act of 2021” which will give at least some financial relief to individuals and businesses. This
Cookie Cutter Financial Planning? – Not US
December 16th, 2020 by Jim AllenThere are a lot of firms these days that say they do financial planning. They call themselves wealth managers, investment advisors, financial advisors or financial planners. You see their commercials
Using Roth IRAs for College? – Maybe
December 4th, 2020 by Jim AllenIn the world of financial planning, retirement and college planning are often separate and possibly competing goals. For most advisors, the common wisdom is that you use retirement plans like
Market Update – 1st Quarter Review and Outlook for a Post-Pandemic Economy
May 20th, 2021 by Anchor Bay Capital's Investment TeamAs the US ramped up its Covid-19 vaccination campaign, stocks rallied strongly in the first quarter. The S&P 500 posted a solid 5.77% gain. Bonds, meanwhile, were down as inflation