Resources

Tax History Trivia!

With the IRS moving tax day back for all U.S. filers for the second time in as many years, it’s time once again for a fun diversion by looking back at tax history! Test your tax knowledge using these questions to stump your friends and family.

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April Market Recap – Is It Time to “Sell High”?

Here is a recap of market performance for the month of April and year-to-date: Stocks appreciated in April, with US large cap up over 5%, international stocks following close behind, and US small cap behind both. During this timeframe, bonds have rebounded and posted positive returns. Year to date, all stock categories are positive, and small cap stocks leading the way. Bonds are still negative on the year.

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Don’t Overlook Renters Insurance

Do you rent an apartment or condo? If so, do you have renters insurance to protect your belongings and to cover you against liability claims? A surprising number of renters don’t bother with insurance.

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April Mid-Month Update

Yesterday marked the typical annual observance of tax day. Even though this year the tax deadline has been extended to May, we are still celebrating.

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The Gift of Grace

After living under the weight of the pandemic for more than a year and listening every day to the bad news around us, why not look for ways to change the conversation by doing something nice and unexpected for someone else.

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New Tax Breaks Benefit Millions

The recently-passed American Rescue Plan Act contains several tax breaks for you and your family. Here are the major provisions of the bill that could mean more money in your pocket during the 2021 tax year.

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