Sustainable Investing – Unsustainable Trend or Future?
https://www.investingthatmatters.info/post/sustainable-investing-unsustainable-trend-or-future There is no disputing the fact that money is flowing into sustainable investing funds…
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Why a Flat-Fee Advisor is Best for Retirees
https://thriveretire.com/knowledge-center/why-a-flat-fee-advisor-is-best-for-retirees Financial Advisor Compensation Structures If you have not already, you will likely figure out …
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Free Newsletter Covering Financial Trends
Subscribe This newsletter covers taxes, financial trends, the economy, and more. Updated weekly, stay current on what matters to your money and retirement plans. Subscribe here: ht…
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Starting a New Business? Get Up to $100,000 in Tax-Free Money
https://candicegerlachcpa.com/starting-a-new-business-get-up-to-100000-in-tax-free-money/ You likely already know that the employee retention credit (ERC) is a good deal—if you qua…
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You Are Your Most Important Client
https://www.curiohaus.com/blog/streets-smarts-mba-live-most-important-client >>> Click the blog link above to watch the full video in less than 5 minutes! #1 – PRIORITIZE. Go for t…
Read more → A Closer Look at Investment Risk
https://thriveretire.com/knowledge-center/a-closer-look-at-investment-risk What is Risk? The other day, I participated as a guest speaker in a panel discussion for a virtual Financ…
Read more → What to Know About the Financial Side of Divorce
https://williambevins.com/blog/ Going through a divorce is a difficult process. The emotional, mental, and physical aspects take a toll on both parties and the family unit. On top …
Read more → The IRS just called me! (protect yourself from financial fraud)
The IRS just called me! (protect yourself from financial fraud) Financial and tax fraud scams are increasing and becoming more sophisticated. No doubt you or someone you know has r…
Read more → How to Predict Future Investment Returns to Plan Your Retirement
https://williambevins.com/blog/ If you’re planning to retire within the next 10 years, it’s important that you fully understand what your financial future is going to look like. Es…
Read more → Social Security and Taxes – Could There Be a Tax Torpedo in Your Future?
Social Security and Taxes – Could There Be a Tax Torpedo in Your Future? Please click here for a video summary of this week's blog. ‍ Do you know if Social Security income is t…
Read more → PPP Extended-Act Fast or Miss Out
https://bit.ly/Gerlach_PPP2 Good news. The PPP Extension Act of 2021 makes Paycheck Protection Program (PPP) monies available until the earlier of May 31, 2021, or when the money r…
Read more → Social Security: Some Key Benefit-Related Concepts
Social Security: Some Key Benefit-Related Concepts Please click here for a video summary of this week's blog. For many, Social Security benefits represent a key element of retireme…
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