Posts Tagged ‘spending bill’
Make Timely Tax Payments to Avoid Penalties
Tax Payment Planning – Making Timely Payments Will Avoid Penalties As we move towards the next tax filing season, it’s important to consider what your plan will be for ensuring…
Read MoreMarket Update + Interest Rates + Mortgage Rates + Corona Virus
The stock market is down more than 5% this morning and more than 15% in the last 30 days. Let’s review a few important items. Market Update: From our experience,…
Read MoreHave US Stocks Risen Too Far and Too Fast?
Large-cap US stocks were up more than 13.5% for the most recent decade, 2010 – 2019. This is above historical averages – so should we be concerned the market has…
Read MoreSECURE Act Tax Law
Excerpt from David Hulstrom, CFP®, CFA®, author: Congress gave us a year-end bill (here) that has financial planning implications. There are a lot of provisions that could affect the financial planning of our clients.…
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