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Investing to Manage Volatility, Inflation, & Rising Interest Rates

2023-05-11T15:05:42-04:00May 13th, 2022|Blog, Financial Planning, Inflation|

Investing to Manage Volatility, Inflation, & Rising Interest Rates By: Stacey Nickens Since the New Year, investors have been riding the stock market rollercoaster. As of mid May, all major indices have posted YTD losses. The conflict in Ukraine, rising interest rates, and inflation have all impacted market returns. With that said, how can [...]

3 Bright Spots from October’s Stock Market Performance

2023-05-11T15:21:30-04:00November 1st, 2021|Blog, Inflation, Investments|

3 Bright Spots from October's Stock Market Performance By: Stacey Nickens As we head towards Thanksgiving, I'm reminded of the power of gratitude. Psychology research has shown that gratitude helps people feel happier, feel more content with their day-to-day lives, become healthier, better manage challenges, and develop stronger relationships. With all that said, I [...]

Opting Out of Monthly Child Tax Credit Payments

2023-05-11T15:30:39-04:00May 24th, 2021|Blog, Taxes|

Opting Out of Monthly Child Tax Credit Payments By: Stacey Nickens On July 15, the IRS will begin sending out monthly child tax credit payments to eligible parents. However, what should you do if you would rather receive your child tax credit payment in a lump sum payment? You will be able to opt [...]

IRS Begins Issuing Unemployment Income Exclusion Refunds

2023-05-11T15:31:08-04:00May 21st, 2021|Blog, Taxes|

IRS Begins Issuing Unemployment Income Exclusion Refunds By: Stacey Nickens The IRS announced that they will begin issuing refunds to taxpayers who paid taxes on their 2020 unemployment benefits. The American Rescue Plan Act legislated that up to $10,200 in unemployment compensation per individual could be excluded from taxable income. However, by the time [...]

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

2023-05-11T15:31:31-04:00May 14th, 2021|Blog, Taxes|

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 [...]

New Tax Breaks for the 2020 Tax Year

2023-05-11T15:37:52-04:00February 8th, 2021|Blog, Taxes|

New Tax Breaks for the 2020 Tax Year By: Stacey Nickens The pandemic changed so much in our lives, including the tax code. The coronavirus relief laws passed by Congress included a number of tax breaks that can be applied on your 2020 return. In this article, we will review four new tax breaks [...]

IRS Offers New Tool to Protect You From Tax Fraud

2023-05-11T15:38:21-04:00January 25th, 2021|Blog, Taxes|

IRS Offers New Tool to Protect You From Tax Fraud By: Stacey Nickens In past years, the IRS has given victims of tax fraud an Identity Protection PIN. When these individuals filed their tax return, they would input their Identity Protection PIN in addition to their Social Security Number. Doing so would give them [...]