Retirement Saving Myths and Misconceptions
We are fortunate to have a very educated and knowledgeable client base, but we are consistently surprised by the myths and misconceptions clients and prospects bring to the conversation. Below I have listed my Top 7 Myths and Misconceptions About Retirement Savings; it is by no means a complete list but highlights the most common […]
Upcoming Child Tax Credit Checks: Not Free Money
Max Child Tax Credit now $3,600/child under 6; $3,000 ages 6-17 Even high-income families will receive 50% advances on these credits Advance payments can increase your tax bill next year, all else equal If you take a vacation in the middle of this month, you may come home to a surprise check in the mail. […]