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Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

How Does the Expanded Child Tax Credit Affect Your Financial Plan?

By Jaymon Meikle, Financial Advisor Here in America, we are made up of remarkably diverse groups of people with differing opinions on nearly every topic. The only thing I know of that’s universally disliked by all Americans is receiving that dreaded letter from the IRS saying you owe money.

Knowing When to Update Your Estate Plan

From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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