Growth or Value – Where is the leadership in 2021?
The big story in February was interest rates, not the short term rates that the Federal Reserve controls, but longer term rates set by the bond market.
Know your Flex Spending Account Rules
Year-end is the time to review your Flexible Spending Accounts, also known as FSAs. Not all plans use a calendar year, but many do.
Your Child is 18, Now What?
Your child’s 18th Birthday is a milestone for her as well as for you. Under the law, she is an adult, and this is reason for you to have an important conversation.
HSA – The Best Retirement Secret
An often-overlooked retirement strategy is the Health Savings Account or HSA.
Update your 401k Contributions before Year End
Take a good look at your 401k plan or other employer plan. Do you know how many dollars you have contributed in 2020?
The Market Gains on Vaccine News and a Positive Earnings Season
After a very rough start in the first quarter, if the momentum we have going now continues for the last few weeks of the year, 2020 should end on a positive note. It also bodes well for 2021.