39 Search Results for: cares

  • April Newsletter – 2021

    Posted on April 7, 2021

    Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

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  • Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

    Posted on March 15, 2021

    The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

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  • March Newsletter – Stock Train Rolls On: Assessing the Market Environment

    Posted on March 3, 2021

    There is an old saying — “if you’re watching the train, then you’re not on it.” Hence, like a highspeed locomotive, stocks continue to rumble forward as we conclude the second month of the year with record highs recently established among most major equity indexes.

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  • How to Finish Strong this Tax Planning Season

    Posted on February 24, 2021

    Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …

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  • Events

    Posted on February 18, 2021

    Client Events, Seminars & Celebrations Weather it’s summertime on our deck or speaking in a classroom, we enjoy making memories with clients, guests and beyond. Thank you to everyone who takes part in these memories. Join Us Upcoming Events We do not currently have any upcoming events, but please check back often as we are …

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  • 2021 Tax Planning Checklist

    Posted on February 5, 2021

    While you’re packing up the last of 2020, you’ll want to take advantage of the tax opportunities even a year like this one has to offer. Instead of dropping off a shoebox of receipts and hoping for a return, be intentional about maximizing returns and protecting income. The CARES Act and ot …

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  • Tax Tips for Business Owners in a COVID World

    Posted on February 4, 2021

    Facing everything from empty sales floors to painful staff shortages, entrepreneurs have been uniquely hurt by 2020 and the extent of the damage isn’t fully known yet. A Yelp economic impact report released in September found that almost 100,000 small businesses in the country had closed th …

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  • January Newsletter – 2021: Robust Growth, Higher Inflation

    Posted on January 7, 2021

    The COVID-19 Recession is the weirdest we’ve ever had. There is no way anyone could have forecast it. It did not happen because the Fed was too tight. It did not happen because of a trade war. It was self-inflicted, caused by COVID shutdowns. And, in spite of a V-shaped bounce off the …

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  • Help Improve Your Financial Plan This Year with These One-time Adjustments

    Posted on January 4, 2021

    It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolu …

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  • Market Commentary: Trump Signs New Stimulus Package as Vaccine Distribution Continues

    Posted on December 28, 2020

    The new stimulus package approved by the House and Senate was signed by President Trump Sunday night. The president had proposed upping the aid to individuals to $2,000 after the bipartisan agreement had been reached. Garnering support for that proposal would likely have proven difficult an …

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