Insights & Updates

Blog2018-03-16T09:59:51-05:00
1705, 2021

Investing During Periods of Inflation

By |May 17th, 2021|Categories: Blog|Tags: , , , , , , , , , , , , |Comments Off on Investing During Periods of Inflation

Investing During Periods of Inflation By: Stacey Nickens I logged onto my computer this morning, and the first headline to pop up read, "Is inflation set to soar this summer?" Investors have become increasingly concerned that inflation is on the rise, and these worries have been exacerbated by the Fed's changing policies around inflation. In [...]

1405, 2021

Why is it taking so long for the IRS to process my tax refund?

By |May 14th, 2021|Categories: Blog|Tags: , , , , , , , |Comments Off on Why is it taking so long for the IRS to process my tax refund?

Why is it taking so long for the IRS to process my tax refund? By: Stacey Nickens I have noticed many of my clients experiencing delays in receiving their tax refund, which can be both frustrating and confusing. If your refund is delayed, you may worry that your return has not been accepted or processed. [...]

705, 2021

Changes to the 2021 Child Tax Credit

By |May 7th, 2021|Categories: Blog|Tags: , , , , , , , , , |Comments Off on Changes to the 2021 Child Tax Credit

Changes to the 2021 Child Tax Credit By: Stacey Nickens Summer is just around the corner. Many of us may be preparing for pool days or vacations to the beach. Whether you plan to be drinking sweet tea or wine coolers, you may be interested to know that this summer won't just bring more heat. [...]

3004, 2021

Five Innovative Ideas for Investments

By |April 30th, 2021|Categories: Blog|Tags: , , , , , , , , , , , , , , , |Comments Off on Five Innovative Ideas for Investments

Five Innovative Ideas for Investments By: Stacey Nickens Instead of going to restaurants, people have their food delivered through GrubHub, DoorDash, or UberEats. Many consumers pay for purchases using technologies such as Square or PayPal instead of using cash. Cryptocurrency is on the rise, and autonomous cars could be our future. With all of these [...]

2604, 2021

Advantages of a 529 Plan in 2021

By |April 26th, 2021|Categories: Blog|Tags: , , , , , , , , |Comments Off on Advantages of a 529 Plan in 2021

Advantages of a 529 Plan in 2021 By: Stacey Nickens The education landscape has changed significantly in the past decade, especially during the past year. Students have greater technological needs, especially with many students moving to a remote learning environment. Many families and students have to take on debt to cover educational expenses, and with [...]