Reading Time: 7 minutes If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the US economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index for All Urban...
Reading Time: 3 minutes New changes thanks to the American Rescue Plan Act – but just for 2021 The Child Tax Credit (CTC) was introduced through the Taxpayer Relief Act of 1997, and it was a $500-per-child nonrefundable credit to provide tax relief to families. And...
Reading Time: 2 minutes After years of investing for retirement and other goals, you may have accumulated a substantial portfolio. If you’re approaching or already enjoying retirement, there are important steps that you can take to help ensure that your...
Reading Time: 2 minutes Members of the “Sandwich Generation”—or adults who have at least one parent over age 65 and at least one child who still requires financial support—often find themselves torn between their dual caregiving responsibilities. Being in...
Reading Time: 2 minutes It is human nature to seek advice when things aren’t going well or when an unforeseen event occurs. Often, people seek financial advice from a professional only when the stock market and their investments are experiencing turbulent times....
