A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
Women, Wealth & COVID-19: How the Pandemic Has Fueled a "She-Cession"
The onset of COVID-19 has spurred a recession in America, which some are referring to as a "she-cession." Here's why some women may have been hit harder financially during 2020's economic downturn.
Cryptocurrency & 401(k) Plans: Is Bitcoin in Your Plan's Future? (Employees May Soon Start Asking)
Some plan providers are offering cryptocurrency as a part of their 401(k) offerings. If you're weighing this option for your business, here's what to consider first.
Should You Offer Your 401(k) Plan Participants an Annuity?
Providing an annuity option to your 401(k) plan participants can provide long-term stable income. This list of benefits and drawbacks can help plan sponsors decide.
Phantom Stock for Company Executives: Why It's Not as Scary as It Sounds
High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know.
On Feb. 22, Changes to The Paycheck Protection Were Announced. Here’s a Quick Summary For Small Business Owners
On Monday, Feb. 22, the White House released several upcoming changes for the Paycheck Protection Program. Here's what every small business owner needs to know right now.
If You're in the Market For Some New Wheels, Is It Financially Better to Buy a New or Used Vehicle?
Car buying can be stressful, but determining whether or not to buy brand new can help the decision-making process go a little easier.
You Skip Starbucks & Pack Your Lunches, But Is Frugality the Key to Reaching Retirement?
Should frugality be a cornerstone of your retirement savings plan? Before changing your quality of life today for your future retirement goals, here's what you should consider first.
Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.
Whether COVID-19 Affected Your Financial Standings or Not, It's Important to Know: What Is My Tax Bracket for the 2020 Tax Year?
Like most Americans, you're probably preparing to file your tax return shortly. Before meeting with your CPA or financial partner, take a look at the income tax brackets for 2020.
COVID-19 Created the Perfect Case Study in Behavioral Finance: Here's What We Mean
Fluctuations in the market can create both excitement and stress. But understanding how these emotions affect your decision making is critical to maintaining financial health.
Biden Has Signed an Executive Order Regarding Student Loan Debt: Here’s What We Know
On Jan. 20, President Biden signed an executive order regarding federal student loan repayments amidst the COVID-19 pandemic. Here's what borrowers across America need to know.
Does Impeachment Impact the Markets? A Quick Historical Look At Past Proceedings
Donald Trump was impeached for a second time on Jan. 13, 2021. For investors, could this historical move (plus an impending Senate trial) affect the markets? A look at past presidential impeachments may help determine the answer.
The Paycheck Protection Program Has Received Additional Funding for 2021. Here’s What Small Business Owners Need to Know
The Paycheck Protection Program will continue to grant small businesses access to forgivable loans in 2021. Learn if your business is eligible and how you can receive financial assistance during this time.
A Second Round of Stimulus Checks Are Coming for Americans: The Rundown
Many Americans will be receiving second stimulus checks soon. Discover if you're eligible and get your biggest questions answered in this in-depth guide.
A COVID-19 Vaccine Is Here, But What Could That Mean For the Economy?
Two COVID-19 vaccines were approved by the FDA in December and distribution has officially begun. While our health is top priority, many are still wondering - what does a vaccine mean for the economy?
Capital Gains & Your Taxes: A Brief (But Important!) Guide
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.
Inauguration Day Is Coming: What Financial Challenges Could High Earners Face During the Biden Administration?
After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.
Hindsight Is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021
If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that this year is behind us, here are 8 ways that we should treat our money differently and plan for the future.
Why Did COVID-19 Hit Households of Color Harder Financially in 2020?
The pandemic has negatively impacted our economy in a multitude of ways - yet across America, households of color have faced the worst of it. Learn about the mechanisms behind this gap and what we can do about it.
