Many of our messages here have been about planning and balance. Being consistent with balance, we are taking the month of August off, from sending any messages about financial planning and financial well being.
This is simply to wish our webpage visitors, a rest of a wonderful and safe summer.
Peter and John
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the future value of your current savings.