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The Shape of Economic Recovery

On June 8, 2020, the National Bureau of Economic Research (NBER), which has official responsibility for determining U.S. business cycles, announced that February 2020 marked the end of an expansion

taxes 646512 1920

March 17, 20210Comments

How‌ ‌Could‌ ‌A‌ ‌Potential‌ ‌Tax‌ ‌Hike‌ ‌Affect‌ ‌You?‌

The Biden administration has been hinting about a possible tax increase. This increase would be the first since 1993. They wish to fund the recent stimulus packages approved to aid

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by ANGELICA ROXAS

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February 15, 20210Comments

Understanding Your Retirement Taxes in 2020

Understanding Your Retirement Taxes in 2020 There are two certainties in life, death and taxes. The government always wants their share and depending on which party is in office, it may

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by ANGELICA ROXAS

5TjfiEJ8jM

February 2, 20210Comments

Covid Is Severely Impacting Retirement Plans

Covid Is Severely Impacting Retirement Plans According to a recent TD Ameritrade survey of over 1000 respondents with over $10,000 in assets, their sentiment of retirement has been greatly damaged by

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by ANGELICA ROXAS

5ko2o1IMp7

December 29, 20200Comments

Social Security Can Be Saved

Social Security Can Be Saved Here are a few facts we need to start with, according to the Social Security Administration, half of all seniors get half of their income from

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by ANGELICA ROXAS

S7bmufZeX2

November 21, 20200Comments

Role of Newly Elected President Joe Biden in Americans’ Retirement Savings

Biden has promised to address a lot of issues as the President, including Americans' retirement security and dignity as they get old. On behalf of old Americans looking to stay

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by ANGELICA ROXAS

lOOveVXXq5

September 2, 20200Comments

Have an Old 401k? Here Are Your Options…

Life happens. We get it. Chances are you’ll have multiple jobs throughout your career working for multiple employers. It’s not a bad thing, just a matter of fact! Do you have

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by ANGELICA ROXAS

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August 24, 20200Comments

The Benefits of a Roth Conversion

The Benefits of a Roth Conversion You may have heard of the concept of a “Roth Conversion” but aren’t too sure how it works and why it’s beneficial. What is a

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by ANGELICA ROXAS

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