Thought Leadership and Financial News

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2 weeks ago

House Tax Proposal Demands Urgent Action

By Chris Carns The House Ways and Means Committee put forth a broad, impactful tax proposal that addresses many of the promises of the Biden administration. If enacted, many of the proposed changes would go into effect on January 1, 2022; however, some would go into effect as of the date of the introduction of the… Read the full article.

6 months ago

Preparing Your Post-Pandemic Financial Playbook

Many, if not all, of us were surprised by the dramatic impact of COVID-19 on our everyday lives. The impact was felt across the social and economic spectrum and spurred some unprecedented governmental aid and spending. This aid came in the form of stimulus packages for individuals and small businesses that could amplify the country’s… Read the full article.

8 months ago

Bitcoin Basics

From tech titans to the daily news, there is a lot of buzz about Bitcoin.  While the opinions on its utility, viability and value are varied, it is important to understand some basics about Bitcoin Decentralized. Cryptocurrency is decentralized digital money that is based on blockchain technology.  Decentralized means that there is no central governing… Read the full article.

2 years ago

The SECURE ACT: Monumental Tax Law Changes Bring Planning Opportunities

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act was signed into law effective January 1, 2020.  This legislation brought about many significant and sweeping changes to our tax and retirement laws.  The four primary takeaways and planning opportunities that may affect you are as follows: 1. The required minimum… Read the full article.

2 years ago

A Different Kind of Commentary

Today I said goodbye to my cousin Ben. He was 37 years old and leaves behind a five-year-old son, Anthony. Ben was beautiful, smart, funny and one of the greatest dressers of all time. He made everyone in the room feel special and his smile was as infectious as it was sly. Like me, he… Read the full article.

3 years ago

Simple Principles for Your Financial Journey

A blog post by Daniel Snover April is Financial Literacy Month and a great time to bring awareness to your financial well-being. Many of us wait until major life events like buying a house, changing jobs, or even nearing retirement to begin thinking about financial commitments, but it takes time and conscientious planning to attain… Read the full article.