2023 Financial Planning: Your Key To-Do List for the New Year

Are you prepared for 2023? From soaring inflation and rising interest rates to the ongoing effects of the pandemic and war in Ukraine, we can expect the economic landscape to remain predictably unpredictable for the foreseeable future. And Mr. Market doesn’t like it when it’s foggy. While there’s not much we can do to influence the… Read More 2023 Financial Planning: Your Key To-Do List for the New Year

The Inflation Reduction Act & The CHIPS Act

What you should know. The Inflation Reduction Act *quick note: items in this bill won’t have an impact on inflation for years to come Tackling Climate Change Electric Vehicle Credits – for New and Used vehicles. Homeowner’s Credits – includes heat pump water heaters, heat pump systems for heating, HVAC, and upgrading solar panels and… Read More The Inflation Reduction Act & The CHIPS Act

Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three main types of retirement plans for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s.… Read More Retirement Plan Options for Small Businesses