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It’s time for spring cleaning, and that means tidying up your personal finances! While most think of spring cleaning as straightening up the house and yard, your finances need a regular once-over as well. Our four-point checklist should get you well on your way to spic-and-span finances!
Marijuana’s popularity is on the rise, and as states continue to legalize its use, the industry around its growth and distribution could be an attractive investment. But is it really a good investment? We explore this trending industry and what it could mean if you decide to invest.
Not all education paths after high school look the same…so what should you do about that 529 if your child decides to take a different path than traditional college? The good news is you do have options. Whether it’s attending a vocational school, going into the military or immediately joining the work force, your 529 savings aren’t lost. We break down just what your choices are and how those will affect you.
Tariffs and trade wars and volatile markets…Oh my! You probably already know that the President has imposed tariffs on many Chinese goods coming into the U.S. But you might not understand what that means for the stock market, American corporations, and your wallet. We’ve cut through the hype to focus on tariffs and what they could actually mean for the economy…and your pocketbook!
Would you like to retire early? Want to take funds from your retirement accounts early to help make ends meet until your Social Security or pension kicks in? You can – provided you meet the criteria and follow all the rules! We have you covered with all the details!
The popularity of mobile payment apps is on the rise, and it’s never been easier and more convenient to repay that friend or co-worker you owe money. But with that convenience also comes some risk. If you’re using an app to complete a peer-to-peer transaction, are you sure your personal information is secure and private?
Everyone from Indiana knows that the season between fall and spring isn’t winter…It’s Pothole Season! And with it comes the potential for damage to your car. If you’ve found yourself unable to dodge the craters during your daily commute, what can be done? Insurance might cover the pothole damage to your car, but it could come at a cost. We’ve outlined what you need to know if you’ve fallen prey to the dreaded pothole!
Cryptocurrencies are a hot investment for many right now, but who would have thought they might change the face of the banking industry? From ease of money movement to virtually no transaction costs associated with the transfer of money, cryptocurrencies could be paving the way for a disruption to the banking industry’s traditional way of doing things.
To many, pets are members of the family. But who will care for them when we’re gone? Including your pets in your estate plan can solve this dilemma.
It’s been just over a year since the Dow Jones reached 20,000 points. Since then, we’ve had a pretty easy ride without too much market volatility…until February. While it’s nearly impossible to predict the Dow Jones future, you can educate yourself on why there’s volatility in the market, as well as the best course of action to take when volatility strikes.
The standard deduction has nearly doubled under the Tax Cuts and Jobs Act, and as a result, many may no longer itemize their deductions. We’ve outlined three options that will allow you to support the organizations you’re passionate about while also reducing your tax liability at the same time!
Wondering how future investing and tax strategies might be impacted by changes outlined in the Tax Cuts and Jobs Act? What’s changed and what’s stayed the same? We have you covered - we’ve compiled a list of those changes that might be most pertinent to you, as you consider your investment and tax strategies.