What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a great recipe or some other surprise. So keep checking in. We’re glad to have you reading along.
Thursday, September 10, 2020
Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There...
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Friday, July 24, 2020
Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best...
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Thursday, July 23, 2020
Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...
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Tuesday, July 21, 2020
Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases.The Dow Jones Industrial Average gained 2.29%, while the Standard...
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Monday, April 20, 2020
My wife barges into my little sanctuary of a home office and announces that she needs photos of someone working for home for her advertising piece and the next thing you know, I am a star in a ad for copiers. LOL. I guess if that's the...
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Wednesday, April 15, 2020
IRAs play an important role in helping you achieve your long-term financial goals and with the extension of tax season, this window of opportunity remains open. On March 18, 2020, in response to the President’s COVID-19 Emergency...
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Monday, April 6, 2020
Well for the first time in forever, I left the house and went to Walmart to pick up our order. We got milk, eggs and vegetables but I see some people are still buying mountains of food, There were a couple of people buying so much that...
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Saturday, March 28, 2020
While we are on lockdown. I decided to get creative and drag out the bread machine. .A quick search on the internet gave me the basic recipe and I modified it as follows: Ingredients For the Cinnamon Roll Dough: 1 cup milk 1 large egg...
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Tuesday, March 24, 2020
The markets are up this morning on the news that the government is close to passing a 1.6 trillion corona virus relief bill. As I am writing this the S&P 500 index is up over 6.7% and the DOW index is over 7.6%.
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Monday, March 23, 2020
In response to the coronavirus pandemic, taxes are delayed 90 days... You can still file early but if you need the extra time you have till July 15th 2020 to pay the tax man.
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Saturday, March 21, 2020
It's been a crazy two weeks. As a country, we have reached a spot none of us have seen before. As families and individual we have locked ourselves away and practiced "social distancing". The grocery stores are empty and everyone is...
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Friday, March 20, 2020
I know we are all worried about the corona virus and what it is doing to our brokerage and retirement accounts. Scott is ISC's President and he has put this in pretty plain language in his blog and I wanted to share this with you....
Read MoreIt is official today, many of you are going to be experiencing workplace disruption because of your employer’s corona virus policies. Many of you are already going to be working remotely and many more of your employers are...
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Monday, March 9, 2020
This could be the official end of the long running bull market. If you are watching the news: OPEC had a fight between Russia and Saudi Arabia sinking oil prices overnight. It was a violent selloff and oil was down 20% on this jump....
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Tuesday, March 3, 2020
I received the following information from one of our friends at Fidelity. This is a very well written article expressing Fidelities views on the corona virus. Coronavirus and Stocks in Perpsective : https://institutional.fidelity...
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Monday, February 17, 2020
The government made some changes to the way retirement plans are handled going forward. Somethings to know: 1. You may be able to delay taking RMDs until age 72. 2. There will be no more stretch IRAs. 3. Even if you are over 70.5 years...
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Tuesday, January 14, 2020
Congratulations to Lori Arnold, the winner of our Olive Garden gift card, at Vernon colleges spring semester commencement. We hope you enjoy a great meal.
Read MoreU.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors.1 As a result, he reportedly cost his estate tens...
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Saturday, November 16, 2019
My Family loves Macaroni and Cheese. I am talking the nasty Kraft powdered orange cheese facsimile. They will eat that stuff by the case from Sam's club. You can guess my opinion on that kind of Mac and Cheese and I have been working...
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Friday, November 15, 2019
Sending my son off to college has been on my mind lately. I have a 16 year old son and like most parents of 16 year old boys, I am trying to get him to think farther ahead than his next video game. As his parent, I realize that these...
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Friday, November 1, 2019
Before we start making new years resolutions. It can be a good idea to check and see where we stand on certain issues. If you haven't reviewed your life insurance this year, let's spend a minute and go over it together and see if we...
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Sunday, October 27, 2019
Nothing about financial information here. It’s just that time of year again and I have a real affection for peanut brittle. Here is the recipe I use. 2 c. Sugar 0.5 c. Water 1 tbsp butter 1 c. Corn syrup 2.5 c. Raw peanuts 1 tsp...
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Wednesday, June 26, 2019
Probably the second most asked about question with our clients is "What can we do about long term care" QOL Brochure
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Wednesday, June 19, 2019
I thought this was interesting. The Falls Town Flyers team is having a superhero's night meaning all military, first responders and healthcare workers get in free on June 29
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Monday, June 17, 2019
Today as I was reviewing our monthly video that was about to be sent out. I thought you know it has been a while since I did that myself...... What was it you ask? This months video is about looking for unclaimed money. I am sure glad...
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This morning 100 million Americans began their day in the same way—drinking their first cup of coffee.¹ Few, if any, took a moment during this morning ritual to contemplate or marvel the complex journey that brought their...
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Tuesday, June 4, 2019
What do we need to do about volatility in the stock market? We have been hearing more questions on the ups and downs in the stock market in the last few months, than we have in all of the last year. When you look at the talking heads...
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Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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