Our Weekly Blog

There was a 6% company match so for the first 6% Steve put in, the company matched that 100%. Example, Steve’s 6% is $4,500, his company matches $4,500. Nice

In 2021 we’ve seen more people retire than ever before. The Great Resignation has made headlines as workers seem to be quitting in every industry and Help Wanted signs are everywhere. After almost two years of the pandemic and working at home, many workers now know the benefits of skipping the morning commute, more time with family, and possibly a more relaxed work day than being in the office.

Even the most careful people are not immune to identity theft. According to a recent report, 47% of Americans experienced financial identity theft in 2020.2 That’s nearly half of all adults, and that only includes the cases of identity theft that were properly reported

Lately there’ve been a lot of headlines about rising inflation. As of the end of November 2021, the annualized Consumer Price Index-Urban was 6.8%.1 We already know this as we are seeing it in higher gas, grocery, housing, and other price increases. With prices going up, what does that mean for the economy and the stock market?

Note the tax loss deadline. You have until December 31 to harvest any tax losses and/or offset any capital gains. It may be advantageous to time sales in order to maximize tax benefits this year or next. We may also want to book gains and offset with any losses.

In 2020, because of a provision in one of the COVID relief bills, you didn’t need to take your RMD. Not so this year (2021). The regular rule has returned and, for many investors the RMD is big.