• Example # 1 – Full Conversion Harold has two IRA accounts. One is a contributory IRA and the other is a SIMPLE IRA and the total value of both is $22,000.  Since inception, ...

    Published On: September 17, 2021Categories: Financial Planning, Investing
  • As home prices have soared over the past year and housing inventories fallen, more and more families are being forced to rent rather than own. As the demand for rentals has been increasing, ...

    Published On: September 16, 2021Categories: Housing Market
  • Various factors have contributed to bacon’s higher costs over the past year, including rising feed costs, processing costs, increased demand, and newly passed animal confinement rules. As the pandemic shuttered businesses over the ...

    Published On: September 15, 2021Categories: Consumer Behavior, Economy
  • The Federal Reserve announced that it anticipates alleviating bond buying possibly later this year, yet with no imminent interest rate increases for now. The Fed’s pull back in bond buying is known as ...

    Published On: September 14, 2021Categories: Economy
  • Global equity markets advanced in August amidst growing concerns surrounding Covid variant threats. Continued supply issues of critical components for various products weighed on earnings estimates, as many companies struggle to rebuild inventory. ...

    Published On: September 13, 2021Categories: Economy, Industry
  • As millions of Americans have now been vaccinated, the little white card showing proof of vaccination may eventually not suffice. Various schools, employers, and government entities are starting to require a digitized record ...

    Published On: September 10, 2021Categories: Consumer Behavior, Consumer Health
  • Each month the Department of Commerce releases its Gross Domestic Product (GDP) report. This report is the single most recognized indicator of how the economy is performing. GDP is made up of private ...

    Published On: September 9, 2021Categories: Consumer Behavior
  • As the Delta variant has spread, many companies, schools and government agencies have begun imposing vaccine requirements for employees and students. The World Health Organization has identified 20 Covid variants throughout the world, ...

    Published On: September 8, 2021Categories: Economy
  • (all values as of 08.31.2021)  Stock Indexes:                                                      ...

    Published On: September 7, 2021Categories: Market Index Returns
  • A properly drafted will or trust is essential for anyone that has assets to leave to heirs. Either a will or a trust allows you to designate anyone you wish as beneficiaries. Both ...

    Published On: August 20, 2021Categories: Financial Planning