Filing Soon? COVID-19 Will Likely Impact Your 2020 Tax Return. Here’s How
The CARES Act provided economic benefits in direct response to COVID-19. Read on to learn the ways you can access these benefits for the 2020 tax year.
GameStop, AMC & Blackberry: Here's a Reminder About the Importance of a Diversified Portfolio
GameStop made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. If you're considering making changes to your portfolio as a result, here's a reminder on diversification.
Guess What? Your Enneagram Type Says This About Your Spending Habits
Enneagram Types have gained popularity in recent years - but did you know they could clue you in to how you spend your money?
Millionaire & Former Zappos CEO Died in November Without a Will. Here's Why That Makes Things Extremely Complicated
Celebrities are just like us - meaning when they die without a proper will in place, things can get complicated. Here's a reminder about the importance of having a will, no matter your net worth.
Does Impeachment Impact the Markets? A Quick Historical Look At Past Proceedings
Donald Trump was impeached for a second time on Jan. 13, 2021. For investors, could this historical move (plus an impending Senate trial) affect the markets? A look at past presidential impeachments may help determine the answer.
Inauguration Day Is Coming: What Financial Challenges Could High Earners Face During the Biden Administration?
After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.
A Second Round of Stimulus Checks Are Coming for Americans: The Rundown
Many Americans will be receiving second stimulus checks soon. Discover if you're eligible and get your biggest questions answered in this in-depth guide.
Hindsight Is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021
If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that this year is behind us, here are 7 ways that we should treat our money differently and plan for the future.
Capital Gains & Your Taxes: A Brief (But Important!) Guide
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.