Last Call for 2020 Tax Planning (Yes, in April 2021)
Believe It or Not, There’s Still Time to Implement This Smart Strategy The global pandemic has relentlessly hammered business owners from every angle – and while massive relief legislation eased some of the burden, it also increased the workload. Developing and maintaining alternative business operations to keep employees and customers
How to Use 529 Plans for College Funds and Education
529 plans are an investment vehicle that allows taxpayers to save for all levels of education. Contributions are made with after-tax dollars, but accumulated earnings and qualified withdrawals are tax-free for federal taxes. If savings towards education for your child or another beneficiary is a priority to you, this type
Charitable Giving: Gifting Your Life Insurance Policy to a Non-Profit
Life insurance policies are a great way to pass on a large sum of money to a beneficiary when you pass away. What many people don’t know is that you can name a non-profit organization as the beneficiary. This makes it possible to give a much bigger donation than you
Shuttered Venue Operators – Apply Early for Aid
Though virtually no industry remains untouched by the pandemic’s economic impact, live venue operators are among the hardest hit – and the latest round of COVID-19 relief funding includes special provisions to help them weather the storm. Relief is coming, with the Small Business Administration (SBA) expected to begin accepting
How to Use Volatility as a Chance to Rebalance at a Discount
Current volatility in the market can often allow emotions to interfere with investment decisions. This is the importance in establishing an investment strategy for the long term so that in difficult times it is easier to stay the course. However, these turbulent times also can reveal potential opportunities in the
Strategies for Handling Market Volatility
If you were to only consider daily stock market performance, you would likely think that the economy is quite volatile. By contrast, when the stock market is evaluated from a broad perspective, it more clearly shows steady growth over time. There is no one size fits all approach to completely