What a year it has been – and as if Covid-19 and the election were not enough, there’s been new legislation impacting retirement plans and taxable investment accounts. Despite the legislative changes, you can still increase your savings and possibly lower your 2020 taxes. And there are new ways to … [Read more...] about Actions to Consider Before 2020 Ends
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating but know that you’re not alone. Know that we are here to help as your … [Read more...] about Key Questions for the Long-Term Investor
Needless to say, 2020 has been an interesting year. As we enter into the holiday season, we have a lot to be thankful for.....especially that we have endured a very difficult year and will enter 2021 with hope and excitement for continued health and happiness! Thanksgiving has always been the … [Read more...] about Happy Thanksgiving 2020!
Compounding is the principle on which most great fortunes are built, and it’s far more powerful than you might imagine. … [Read more...] about Video: Why Compounding Is So Powerful
Identity theft is becoming much more commonplace. The Federal Trade Commission estimates that as many as 9 million Americans experience some form of identity theft each year. If you are a victim of this crime, you should take the following steps: 1. Contact your financial planner (Crimmins Wealth … [Read more...] about Eight Steps to Take When Your Identity is Stolen
Many of you have heard of Health Savings Accounts (HSAs) but may not have given them much thought. An HSA allows a health plan participant to save money in their account tax-free to pay for or reimburse themselves for qualified health care expenses. Your contributions are tax-deductible (or pre-tax … [Read more...] about Thinking About Using a Health Savings Account?