Individuals and business owners facing a sea of challenges responding to the COVID-19 pandemic, received some welcome relief from the IRS in the form of a federal income tax filing and payment extension. On March 21, the IRS delayed the 2019 federal income tax filing and payment deadlines to July 15, 2020. This move gives […]
Gifting assets to family members or other beneficiaries during your life not only helps to establish your legacy for future generations, but it also provides an opportunity to reduce the size of your taxable estate. However, before making any gifts, it is important you consider how certain assets will be treated differently for tax purposes […]
In this episode the relatable finance guys break down the pros and cons of investing with environmental, social and corporate governance priorities. End 2019 1 3 5 10 S&P 500 31.5 15.3 11.7 13.6 Combo Index 34.1 17.3 12.5 14.5 * *Calvert Social Index through December 16, 2005; FTSE4Good US Select Index thereafter.
Federal and state governments have announced relief programs to help the nation’s 30 million small businesses suffering financial hardships in the wake of the novel coronavirus (COVID-19) pandemic. Federal Aid The Economic Injury Disaster Loan program, managed by the Small Business Administration (SBA) in tandem with U.S. state and local government, will offer up to […]
The novel coronavirus (COVID-19) pandemic is having a profound impact on people and businesses across the globe. Lives have been lost, businesses are facing the potential of mounting losses, and an uncertain economic future is roiling the global equity markets. Through this time, families must also assess the impact of the virus on their estates […]
In this episode, the relatable finance guys discuss disruption and why it is important to think about when you are making investment plans.
In this episode the relatable finance guys check in on your new year’s resolutions.
In this episode, the relatable finance guys discuss ways to avoid financial stress in your marriage.
In this episode, the relatable finance guys discuss things you need to know to purchase a house.
Congress handed U.S. taxpayers a year-end gift on Dec. 19, 2019, in the form of a new law intended to help taxpayers save more money for retirement while giving them more flexibility in how and when they use those funds over their lifetimes. Here are some of the provisions included in the Setting Every Community […]
In this episode, the relatable finance guys revisit the fictional Grady Bunch and risks they can mitigate with proper planning.
In this episode, the relatable finance guys discuss how election-year politics impact the markets and the economy.
In this episode the relatable finance guys break down areas where there may be growth opportunities due to changing demographics and other economic factors.
In this episode, the relatable finance guys introduce the Grady Bunch and share their thoughts on how they can manage their cash flow.
In this episode, the relatable finance guys break down the 90/10 rule and how it can be applied to an investment strategy.