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Millennial Inequality – Recovering Financially at Different Speeds
As if the 2008 recession wasn’t rough enough, hardships struck millennials again in 2020. Already facing professional and financial challenges, including a dismal job market, sky-high levels of student debt, and soaring living costs, the coronavirus pandemic...
Retirement – Should You Take It Early or Late or Just on Time?
Imagine if Goldilocks was planning her retirement: “this date is too early” and “this date is too late” but “this date is just right”! Sweet retirement can’t come soon enough for some of us, but it’s important to know precisely when you should retire. When...
Overlooked Tax Breaks & Deductions for the Self-Employed
Your business’s success is in your hands when you're self-employed, so you need to be knowledgeable about and take advantage of whatever assistance is available—especially when it comes to lowering your tax bill. It’s commonly known that the government...
Stopping Identity Theft Especially During Tax Season
The face of identity theft has changed dramatically, evolving with the technology and economic landscape surrounding it. Understanding your exposure and staying informed of the trends and methods that thieves use to steal from you is the first step in a strong defense...
Grant Dorhout Authors a New Book – Modern Retirement Strategies: A Definitive Guide to Retiring Well
Local financial advisor, Grant Dorhout, is pleased to announce his new book, Modern Retirement Strategies: A Definitive Guide for Retiring Well. The book provides strategic advice from Grant discussing ways to enhance retirement, get the most out of investments, and...
How Medicare Plays Into Your Estate Planning
Medicare Open Enrollment starts October 15, 2020 and if you’re new to Medicare or if you need to review and make changes, it’s time to talk with your financial professional to ensure your future medical needs will be covered. Additionally, the CARES Act has provided...
Can Baby Boomers Count On Social Security During Retirement?
Social Security (SS) faces a financial challenge from the impending retirement of the largest generation in American history, the 76 million people born in the “baby boom” years (1946 through 1964). These boomers began to hit retirement age (62) in 2008. With so many...
How Siblings Care For Elderly Parents When No One Can Agree
For most families, navigating elder care decisions falls somewhere between adult siblings happily gathering together and planning for their parent’s future and siblings who barely speak making rash decisions in an effort to end a difficult conversation quickly....
Rebounding Your Business From Negative Cash Flow
2020 came in like a hurricane and it’s still stirring up the landscape nine months later. Unemployment is at an all-time high and consumer spending at its lowest. Any changes from this year’s election won’t come in time to get your business back on track. No one knows...
Protecting Your Retirement Regardless Of Election Results
The elections are coming up fast and with the current state of the country, we can expect a lot of changes to take place soon after the election, regardless of the outcome. Many of these changes will impact you financially so you want to prepare now. 2020 Recap: 2020...
