Charitable Giving on Your 2020 Taxes
The CARES Act significantly loosened some of the rules governing charitable deductions for the tax year 2020. Here are some highlights:
January 15, 2021
Resources
A Year In Review: 2020 Market Recap
Viewed through almost any lens, 2020 was a historic and incredible year. And now it’s over. Let’s take a look back at what happened over the last 12 months in the market.
January 15, 2021
Numbers to Know for 2021
As we welcome the new year, we want to help you refocus on your personal financial plan. Here are a few things to keep in mind for a successful 2021, including some reminders from the SECURE Act which took effect in January 2020.
January 15, 2021
PPP Loan Expenses Are Now Tax Deductible
If you or your business received funds from the Paycheck Protection Program (PPP), the recently passed Emergency Coronavirus Relief Act of 2020 will help to dramatically cut your tax bill. Here’s what you need to know.
January 13, 2021
Seven Tips For Financial Wellness In 2021
Here are seven tips to help you become more financially fit.
January 11, 2021
January 6, 2021
December Market Update
We hope you are doing well. Here is a recap of market performance for the month of December, and 2020 year-to-date. Stocks had another positive month in December. US small cap outperformed large cap and international stocks, which were also positive. Bonds were relatively unchanged. As you can see from the table above, all four of the major benchmarks we track had solid returns for 2020, despite high levels of volatility at the beginning of the year.
January 4, 2021
Tax Tips for Charitable Donations
Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus
January 4, 2021
4 Smart Money Moves for 2021
With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for
January 4, 2021
