Stimulus checks are still front page headlines. Did you know you may qualify for more through the Child Tax Credit Program? According to current law, a person must be a U.S. citizen with a social security number and not dependent on another taxpayer to receive a stimulus check. Individuals are also subject to the following [...]
Estate Management Checklist Estate planning can be complicated. To simplify the process, here are 9 questions that should be on your estate management checklist to ease the process for you and your loved ones when you go. Do you have a will? A will enables you to specify who you want to inherit your property [...]
If you are a small business owner or planning to become one, retirement planning for both you and your employees should be a big consideration. Small business owners are not required to offer retirement services to employees. According to data collected by SCORE in 2019, companies with ten or less employees are the least likely [...]
When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask yourselves some money questions—questions that pertain not only to your shared finances but also to [...]
Stephen Fulton, Ceo/Founder of Firefly Support Services and Jonte Mufti, Merchant of Firefly Apothecary, joined Tony Jones for a virtual live broadcast last Friday. Firefly is a private provider agency for individuals with intellectual and developmental disabilities. Not only do they offer residential care services, but vocational and day services. Firefly Apothecary Mission Stephen started [...]
While nature offers four seasons, Wall Street offers only one—four times a year. It’s called “earnings season,” and it can move the markets. So what is earnings season and why is it important? Earnings season is the month of the year that follows each calendar quarter-end month (January, April, July and October) in which many [...]
No matter how far away you are from retirement, there are simple ways for you to step up your savings at any point. Especially if you’re in your 20’s or 30’s, you have plenty of time left to implement smart saving strategies to set yourself up for a successful retirement. Kevin Lao, certified financial planner, [...]
Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost can more than double. If you’re the parent of a special needs child, it’s vital to ensure your child will continue to be provided for after you’re gone. It can be [...]
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. Keep in mind, this article is for informational purposes only and is not a replacement [...]
A living trust primer is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, you) has full power to manage these assets. [...]
