fbpx

Uncategorized

Notes from the Fed’s most recent meeting

News from the recent Federal Reserve meeting on January 31st, 2024 and what it means for us. The Federal Reserve decided not to change interest rates this time, keeping them at a certain level. They’re also continuing with their current financial policies. This wasn’t a surprise, as it’s what we’ve been expecting based on their…

Read More

Retiring Earlier Than Expected? What To Know

Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances, it’s difficult not to feel wrongfooted and hurried by the situation. However, it’s important to get yourself back on track as soon as possible. Here are some things to consider as you make the transition: Don’t Make…

Read More

Exploring the Best Business Structure for Your Venture

The journey of starting a new business is both thrilling and challenging. With over five million new business applications submitted in 2022 alone, it’s evident that many aspiring entrepreneurs are embarking on this exciting path. One crucial question that every entrepreneur must address is, “Which business structure should I adopt?” The answer to this question…

Read More

Countdown to College

As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it once was. Additionally, the earlier you consider how you expect to…

Read More

Navigating the Changing Federal Estate Tax Threshold

As the federal estate tax threshold rises to new heights under the Tax Cuts and Jobs Act (TCJA), high-net worth individuals face both opportunities and uncertainties when it comes to wealth transfer strategies. With the current exemption amounts set to sunset in 2025, it becomes imperative for individuals to plan ahead and consider the potential…

Read More

Navigating the Debt-Ceiling Drama

The ongoing debate surrounding the debt ceiling has reached a crescendo, capturing the attention of both the media and the American public. As Congress struggles to find common ground, many are left wondering how we arrived at this impasse and whether there is cause for concern. We aim to shed light on the situation and…

Read More

Understanding FDIC Insurance

It’s natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited. Read on to explore the purpose of FDIC insurance, how it works, and what it covers. What Is FDIC Insurance? The FDIC is an…

Read More