Positioning Your Portfolio To Battle Inflation
Driving my son, Jett, to Boy Scouts last week, he piped up from the backseat to ask, “Dad, what’s inflation?” This is a boy who normally is only concerned with how high he can double bounce his siblings on the trampoline in the backyard, so to say I was shocked that he was asking this […]
I Can’t Get No, Satis-tax-ion: Taking A Closer Look At The Changes To Biden’s Build Back Better Act
Music has roused support for political candidates for as long as we’ve been holding elections. Whether you find yourself whistling along to “Yankee Doodle Dandy” or more recently shouting “We’re Not Gonna Take It,” during the Trump campaign, songs have a way of rallying constituents and capturing exactly how we’re feeling during a specific point […]
Protecting Your Nest Egg From Taxes
Do Higher Tax Rates Mean More Taxes? Maybe Not. Anyone who’s ever studied the U.S. Constitution, or seen the musical Hamilton, knows Americans have been talking about taxes since our country’s very inception. The Founding Fathers knew we needed a way to bankroll our new government, so they gave Congress the power to levy taxes […]
How to Own Your Expenses and Plan Ahead for Market Storms
Sometimes it takes stamina and resilience to be one of the happiest retirees on the block. It also pays to stay calm when the world as we know it turns upside down. My neighbor, who I’ll call Reactive Ralph, made a major financial mistake in 2020. When the economic shutdown resulted in the fastest 30% market […]
A Look Into The Proposed Expansion To The Paycheck Protection Program
On Tuesday, April 21, 2020, the Senate passed the Paycheck Protection Program and Health Care Enhancement Act (also referred to as the ‘Phase 3.5’ relief bill) by voice vote which amends the Coronavirus Aid, Relief, and Economic Security (CARES) Act that was signed into law on March 27, 2020. The bill now goes to the […]
A Breakdown Of The CARES Act Relief Options for Small Businesses (PPP/EIDL/PUA)
In addition to the $350 billion in relief options that the Coronavirus Aid, Relief, and Economic Security (CARES) Act appropriates for small businesses, the 800+ page bill includes a myriad of acronyms that would make just about anyone glaze over. Yet the overarching question remains for the 30 million small businesses in America…what is my […]
