Financial News
Estate Planning
How Much Life Insurance Do You Need?
Throughout your life, your financial needs will change and life insurance can help you meet some of those needs. But how much life insurance do you need? There are a number of approaches to help determine how much life insurance you should have. Here are three of those methods. Family Needs Approach With this approach,…
Read MoreApril 2021 Market Review
Stocks climbed higher in April on the heels of strong first-quarter corporate earnings reports and encouraging employment data. Vaccine distributions increased and several states relaxed COVID-related restrictions. More stimulus checks were given out, which encouraged consumer spending. The number of jobless claims decreased, while nearly 1,000,000 new jobs were added. The Federal Reserve noted that…
Read MoreQuarter One 2021 Market Review
To download the quarter one market review click here.
Read MoreFebruary 2021 Market Review
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Read MoreJanuary 2021 Market Review
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Read MoreKey Retirement and Tax Numbers for 2021
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2021. Estate, Gift, and Generation-Skipping Transfer Tax The annual gift tax exclusion (and annual generation-skipping transfer tax exclusion) for 2021 is…
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