July 2022 Market Minute
For July, our Research Analysts are watching the sharp decline in commodities, the market’s changing expectation that inflation can be tamed, and the expected rate cuts from the Fed
Financial Challenges When Buying a House
In this “Money Talks Minute” Bil Lako, CFP®, explains how buying a home can be stressful, and that your first step is to determine how large a mortgage you can afford by considering your gross monthly income, housing expenses, and long-term debt.
June 2022 Market Minute
For the month of June, our Research Analysts are anticipating a interest rate increase during the June Federal Open Market Committee meeting, monitoring the consumers’ health, and watching how much further Technology sector stocks may fall.
Financial Changes When Starting a Family
In this “Money Talks Minute” Bil Lako, CFP®, explains how every phase of life has its own unique financial challenges. Starting a family is an expensive commitment.
May 2022 Market Minute: Shanghai Lockdowns, Housing Market, Jobs
For May, our Research Analysts are looking for any signs reprieve to the global supply chain and the Shanghai lockdowns, how interest rates are affecting affordability in the housing market, and any signs of stress in the jobs market.
2022—Is It Your Year to Retire?
If this is the year you plan to retire, you have five you have five critical financial moves to make before you do.
April 2022 Market Minute: Earnings Season, Inflation, and Yield Curve Inversion
We’re watching earnings season results, how high inflation might get, and the yield curve inversion that typically indicates a recession is on its way.
Starting Over Financially After a Divorce
Instead of test-driving your retirement plan in your 50s, imagine you’re starting over with about of the assets. If this hits close to home, you’re not alone. Your first steps should be reestablishing your emergency fund and understanding your new cash flow.
IRS Letter 6475—Your Third Stimulus Payment
IRS Letter 6475 gives you the total amount of money received in 2021 stimulus payments. Do not throw this letter away. This letter will help tax preparers quickly and accurately reconcile the Recovery Rebate Credit when preparing your tax returns.
Tax Season: IRA or HSA Contributions
If you’re unhappy with how your income tax return is shaping up this season, if you qualify, you can still make a deductible IRA contribution or Health Savings Account contribution for the 2021 tax year.