36 Search Results for: cares

  • For Advisors

    Posted on September 10, 2021

    You’re Ready for a Change, We’re Here for You If you’re looking for solutions to succession planning, career growth, support or resources to help you grow faster, or selling your practice to a firm where clients are valued above all else – let’s see if we’re a fit. We are currently seeking advisors in the …

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  • Second Opinion Service

    Posted on May 14, 2021

    You’re wondering if you’re doing the right thing with your money – especially in today’s environment. Need a second opinion? Our Second Opinion Service is a fast and risk-free way for investors to get another pair of eyes on their portfolio for recommendations and reassurance.   We’ll answer your important questions, alert you to anything …

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  • Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

    Posted on March 15, 2021

    The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

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  • How to Finish Strong this Tax Planning Season

    Posted on February 24, 2021

    Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …

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  • 2021 Tax Planning Checklist

    Posted on February 5, 2021

    While you’re packing up the last of 2020, you’ll want to take advantage of the tax opportunities even a year like this one has to offer. Instead of dropping off a shoebox of receipts and hoping for a return, be intentional about maximizing returns and protecting income. The CARES Act and ot …

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  • Tax Tips for Business Owners in a COVID World

    Posted on February 4, 2021

    Facing everything from empty sales floors to painful staff shortages, entrepreneurs have been uniquely hurt by 2020 and the extent of the damage isn’t fully known yet. A Yelp economic impact report released in September found that almost 100,000 small businesses in the country had closed th …

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  • Help Improve Your Financial Plan This Year with These One-time Adjustments

    Posted on January 4, 2021

    It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolu …

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  • Market Commentary: Trump Signs New Stimulus Package as Vaccine Distribution Continues

    Posted on December 28, 2020

    The new stimulus package approved by the House and Senate was signed by President Trump Sunday night. The president had proposed upping the aid to individuals to $2,000 after the bipartisan agreement had been reached. Garnering support for that proposal would likely have proven difficult an …

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  • 17 Things You Need to Know About the New Stimulus Package

    Posted on December 23, 2020

    Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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  • Giving to Charity for the Holidays, Even Though It’s 2020

    Posted on December 3, 2020

    Chances are, between basting the turkey and watching the football during the holidays, you’ll find yourself giving to the causes and organizations you believe in. In the U.S., 30% of the year’s charitable giving is done in December, and 10% of the annual giving is just in those last three d …

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