Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains …
Concerns the Russian invasion of Ukraine will draw more countries into the conflict raised risk and pushed global markets lower. Statements about nuclear forces going on alert and world leaders discussing a no-fly zone concerned investors.
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.
Budgeting and Debt-Management Month KICK THE NEW YEAR OFF RIGHT A 2022 Guide to Key Dates for Retirees Article Provided by Kiplinger Deadlines are relentless, whether for tax filings, health plan open enrollments, or required distributions from retirement savings. The clock is always tickin …
November is Retirement Planning Month Don’t Assume You’ll Pay Less in Taxes in Retirement Kiplingers Article Provided by Taylor Financial Group, LLC Today’s retirees have possibly more money than any previous generation – and this could mean they’ll also pay the most in taxes. This generati …
“Charitable Giving & Year-End Planning” Month 2022 TAX PLANNING CHECKLIST Provided by Taylor Financial Group, LLC Over the last year, we experienced an economic recovery from an ongoing global pandemic, a rash of supply chain issues, and new and pending legislation that affe …
Dear Friends, Tensions between Russia and Ukraine are finally beginning to hit markets in a significant way. European stocks, in particular, are feeling the heat as the continent prepares for the possibility of war on its doorstep. It isn’t just those geographically close to the actio …
