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Insights

As COVID Continues, Here's How to Be an Effective Leader During Turbulent Times Thumbnail

As COVID Continues, Here's How to Be an Effective Leader During Turbulent Times

When the pandemic started in March, few expected us to still be feeling the detrimental physical, mental and economic effects by November. While there are talks of a vaccine, it appears that we’ll still be seeing significant change and adjustment to our everyday lives as we move through 2021. In addition to COVID-19, there is political unrest, rioting, natural disasters around the world and an overall feeling of uneasiness.

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The “Dirty Dozen” Tax Scams to Watch For Thumbnail

The “Dirty Dozen” Tax Scams to Watch For

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money. Included in the "Dirty Dozen" are items like Identity Theft, Phishing and Telephone Scams.

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Retirement: Expectations vs. Reality Thumbnail

Retirement: Expectations vs. Reality

Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial futures playing out precisely as they assumed. But, understanding some of the more common assumptions about retirement may help you get closer to your goal than most.

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What Could Election Results Mean For Your Future Estate Taxes? Thumbnail

What Could Election Results Mean For Your Future Estate Taxes?

November is finally here - which means the relentless political ads, phone calls and social media posts are (thank goodness) coming to an end. As we spend the next few weeks discussing and determining the future of our country for the next four years, it’s important to prepare for potential changes to come - specifically changes regarding your estate taxes.

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Presidential Elections & The Stock Market: Is There a Correlation? Thumbnail

Presidential Elections & The Stock Market: Is There a Correlation?

Sex, lies and accusations of corruption - no election year is complete without them. And while the 2020 election has proven to be one of the most contentious in recent history, contention is nothing new in the world of politics. From the political match-up of Jefferson v. Adams to this year’s Biden v. Trump, mud has always been slung, accusations have always been made and many Americans have found themselves uncertain of a future under new (or unchanged) leadership.

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