Should You Be Concerned About Inflation?
Are rising prices a temporary issue that will fade or a signal of a wide-spread, longer-term economic pullback?
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2Q 2024 Market Recap
The latest happenings.
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Sara Stiles, MSFP, CFP®
May 18, 20214 min read
American Families Plan Would Provide Benefits for Some, More Taxes for Others
Major provisions proposed in American Families Plan are summarized here, including some tax provisions.
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Sara Stiles, MSFP, CFP®
May 4, 202111 min read
Market Month: April 2021
Updates on The Markets (as of market close April 30, 2021) Stocks climbed higher in April on the heels of strong first-quarter corporate...
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Sara Stiles, MSFP, CFP®
May 1, 20215 min read
High-Frequency Indicators: Where to Look for Signs of Economic Health
Many of the official government statistics used to gauge the health of the U.S. economy are backward looking and somewhat delayed.
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Sara Stiles, MSFP, CFP®
Apr 6, 20215 min read
American Rescue Plan Act Provides Relief to Individuals and Businesses
On March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. Major relief provisions are summarized here.
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Sara Stiles, MSFP, CFP®
Mar 2, 20215 min read
Pandemic Relief Measures and Your Tax Return
Two emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers.
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Sara Stiles, MSFP, CFP®
Feb 10, 20213 min read
Federal Tax Filing Season Starts Soon
The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021.
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Sara Stiles, MSFP, CFP®
Jan 19, 20211 min read
Tax-Efficient Exit Planning on Main Street
Did you know you can buy our sell a business without needing to secure financing, and without paying brokerage commissions or six figures...
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Sara Stiles, MSFP, CFP®
Jan 5, 20214 min read
Consolidated Appropriations Act Provides Relief to Individuals and Businesses
On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief...
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Sara Stiles, MSFP, CFP®
Dec 30, 20205 min read
How to Protect Your Small Business from Cyber Threats
Risk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's esp
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Sara Stiles, MSFP, CFP®
Dec 14, 20203 min read
Year End Tax & Financial Planning To-Do's
As the year 2020 ends and 2021 begins, it's time to think about planning ahead to maximize tax savings and stay on track.
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Sara Stiles, MSFP, CFP®
Nov 20, 20205 min read
The Jobs Recovery: More Work to Be Done
While an effective vaccine could be a game changer, it will not instantly open businesses or return all employees to the same jobs they had.
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Sara Stiles, MSFP, CFP®
Oct 18, 20203 min read
Medicare Open Enrollment for 2021 Begins October 15
Medicare Open Enrollment for 2021 Begins October 15
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Sara Stiles, MSFP, CFP®
Oct 8, 20205 min read
A Look at Presidential Tax Proposals
A shift in the balance of power can have wide-ranging implications for future government economic policies.
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Sara Stiles, MSFP, CFP®
Sep 30, 20203 min read
What Impact Will the Election Have on My Investments?
What has history taught us about the relationship between elections, political policies and stock market performance?
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Sara Stiles, MSFP, CFP®
Sep 15, 20203 min read
Temporary Payroll Tax Deferral: What you need to know
On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 202
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Sara Stiles, MSFP, CFP®
Jul 15, 20205 min read
Small Businesses and the Impact of COVID-19
Over 30 million jobs are vulnerable – and the number might be higher
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Sara Stiles, MSFP, CFP®
Jul 11, 20207 min read
Record Keeping for Your Business
Keeping good business records will not only help you stay in business but may also help you increase profits.
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Sara Stiles, MSFP, CFP®
Jun 26, 20204 min read
Coronavirus Concerns? Consider Past Health Crises
Putting current market volatility into historical perspective can help you stay the course during turbulent times.
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Sara Stiles, MSFP, CFP®
May 13, 20209 min read
Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis
The CARES Act stimulus has a lot going on. We break some of the key features down for you here.
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