top of page
2024 Market Recap
The latest happenings.
Search
Sara Stiles, MSFP, CFP®
Aug 29, 20241 min read
Positive Enhancements for Retirement Savers
Section 109 of the SECURE Act 2.0 introduces significant enhancements.Â
24 views0 comments
Sara Stiles, MSFP, CFP®
Jan 10, 20225 min read
The Fed Pivots to Fight Inflation
On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy.
32 views0 comments
Sara Stiles, MSFP, CFP®
Nov 2, 20215 min read
The Budget and the Debt Ceiling: Round 2
The budget and the debt ceiling are serious issues, but Congress has always found a way to resolve them in the past.
26 views0 comments
Sara Stiles, MSFP, CFP®
Sep 29, 20215 min read
Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight
A number of advancing tax proposals have put corporations and high-income individuals in the spotlight.
47 views0 comments
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.
28 views0 comments
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.
37 views0 comments
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.
22 views0 comments
bottom of page