2021

Rebalancing Your Portfolio Without Triggering a Tax Bill

2023-05-11T15:18:45-04:00November 29th, 2021|Blog, Investments, Taxes|

Rebalancing Your Portfolio Without Triggering a Tax Bill By: Stacey Nickens Many investors have seen strong gains in their stock portfolio during 2021. As of close on November 26, the S&P 500 was up 22.3%. An investor who desires certain percentage of their funds to be in stocks may accordingly find that their stock [...]

Take Advantage of These Tax Breaks Before They Disappear

2023-05-11T15:19:04-04:00November 19th, 2021|Blog, Taxes|

Take Advantage of These Tax Breaks Before They Disappear By: Stacey Nickens Year-end tax and financial planning is always important. However, the third stimulus payments and changes to the 2021 child tax credit make year-end tax planning especially important this year. Tax payers should be aware of the income thresholds for certain tax benefits. [...]

6 Year-End Financial Planning Moves

2023-12-14T13:45:03-05:00November 15th, 2021|Blog, Financial Planning, Insurance|

The holidays can be both busy and expensive. With that in mind, it can be helpful to get your finances in order before you get wrapped up in gift buying and pie making. Use the next few weeks to lower your tax bill, save for retirement, and plan for your future health needs. 1. [...]

Financial Lessons We Can Learn From 2020

2023-05-11T15:39:01-04:00January 8th, 2021|Blog, Financial Planning|

Financial Lessons We Can Learn From 2020 By: Stacey Nickens To say that 2020 was a tumultuous year could be an understatement. Between the pandemic and a presidential election, many of us experienced plenty of uncertainty and stress. For some of us, we lost loved ones or became ill ourselves. However, challenging times always [...]

Social Security Benefit Increase for 2021

2020-10-14T16:11:06-04:00October 14th, 2020|Blog|

Social Security Benefit Increase for 2021 By: Stacey Nickens On Tuesday, the Social Security Administration announced their cost-of-living adjustment for 2021. Recipients' benefits will increase by 1.3%, which amounts to an average monthly increase of $20. CNBC estimates that the average Social Security benefit will increase to $1,543 from $1,523. Additionally, the average disabled workers' [...]