Yearly Archives: 2023

Annuities can be a valuable tool in retirement planning. Let's discover the advantages of owning an annuity and how it can benefit your financial future. 💪💼 💰 Financial Security: For…

📣Check out the incredible advantages of having a Health Savings Account (HSA) and the tax benefits it offers! 💰💪 You must have a high deductible health insurance plan to make contributions…

Market Levels U.S. equities erased most of this year’s gains impacted by Federal Reserve Chairman, Jerome Powell’s comments at the semi-annual monetary policy report to congress. As well as the…

Market Levels U.S. equities finished the week positive despite rising treasury yields. The Dow Jones broke a four-week losing streak ending the week 1.75% higher. 9 out of 11 S&P500…

We get it, preparing your taxes is not the most exciting task. However, there are advantages to filing early which can create some beneficial planning opportunities for your financial situation.…

The most important thing to note is that 2023 tax rates have opened up for filers. Standard deduction limits have increased for tax year 2023

Market Levels Stocks posted their worst weekly performance of the year last week as bonds yields and the US dollar rose in respect to the Federal Reserve’s favorite inflation gauge…

Tips for Tax Diversification Last week we touched on the Tax Diversification strategy and it’s importance to retirement planning. A quick recap of what the strategy involves is, diversifying the…

Investors get a break on Monday, February 20th as the markets are closed for the Presidents Day federal holiday. Year to date (YTD) (a) S&P 500 +6.24%  NASDAQ +12.62% Dow 30…

This strategy involves diversifying the different types of retirement accounts you may have investments in to help manage your tax liability. Some of the different accounts include tax-deferred retirement accounts…