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Spring Clean Your Finances

The traditional ritual of spring cleaning can take on a new meaning this year. Just as your home doesn't declutter itself, your finances don't either. Your financial house doesn't have to be spotless, but planning and assistance go a long way in getting things in order. Here are six tips to discuss with your family and financial advisor as you break out your financial dustpan and start to get things cleaned up.

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American Rescue Plan Act of 2021: What You Need To Know  Thumbnail

American Rescue Plan Act of 2021: What You Need To Know

The $1.9 trillion American Rescue Plan Act of 2021 was recently signed by President Biden. Federal aid for the health and economic crisis now tops a record $6 trillion in the form of fiscal and monetary support and represents about 26 percent of gross domestic product (GDP). This is a brief summary of the new legislation and how a global pandemic, shutdowns, new policies, and the reactions to all are good reminders that financial planning is a work in progress.

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The GameStop Wild Ride

The GameStop stock surge has taken Wall Street by storm. What Wall Street once derided as ‘dumb money’ (individual investors, or ‘Main Street’) might not be so dumb as ‘smart money’ was taken to the woodshed. Learn more about what’s going on with the retail investors’ revolt and investor mistakes to avoid. Secure your future wisely and seek sage advice.

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Top 10 Financial Resolutions for 2021 Thumbnail

Top 10 Financial Resolutions for 2021

In the words of President Eisenhower, “Plans are useless, but planning is essential.” The value of a financial plan isn’t the accuracy of the forecasts, but rather, the conversations and pondering the what-abouts and what-ifs. Things can get better if you plan ahead or are extremely lucky, and I’d rather put my money on the former. Here is a Letterman-inspired Top 10 List from a financial advisor to start your plan for 2021.

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A Fresh Start in 2021

Many say good riddance to 2020, a year marred by a health crisis-turned economic crisis. Get a head start on 2021 with these planning considerations you can (and should) review with your family and trusted advisors. We hope your personal and financial health remain top priorities as you set your goals for 2021.

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