Retirement Planning

Seven Biden Tax Plan Proposals
Seven Biden Tax Plan Proposals
The Tax Cuts and Jobs Act (TCJA) passed under former President Trump is close to being repealed and President Biden has proposed a new tax plan. This plan will likely pass since Democrats control the House and Senate. Biden’s proposal...
continue reading
pay off mortgage
Should I Pay Off My Mortgage Early?
Rock-bottom interest rates and soaring home values have housing on a lot of peoples’ minds. The question, “should I pay off my mortgage?” seems to creep into the minds of old and young homeowners alike. Since mortgages are not created...
continue reading
What is a SIMPLE IRA?
A SIMPLE IRA a can be a popular option for small businesses because they are truly “simple” to set up. They can also be an effective benefit tool for employers and employees. SIMPLE is an acronym for “Savings Incentive Match...
continue reading
What is a SEP IRA?
What is a SEP IRA?
The finance world is full of jargon and it’s often difficult to keep up with different terms and account types. Many people are familiar with Individual Retirement Accounts, (often referred to as IRAs), but what about a SEP IRA? Let’s...
continue reading
RMDs Return in 2021: What You Need to Know
RMDs Return in 2021: What You Need to Know
The COVID-19 pandemic has instigated upheaval and change around the world. The finance sector was not immune to changes brought on by the pandemic; in addition to causing months of market volatility, the pandemic also led to legislation changes relating...
continue reading