by Jason Sechrist | Sep 21, 2023 | Money, Uncategorized
For many people, when they hit a tough time in their life, the go to advice from well meaning friends seems to be “don’t worry about it” and while this is often easier said than done, the basis of this advice is to control what you can control, and let go of what you...
by Robert Sechrist | Jun 12, 2023 | Investments, Money
Instead of taking money out of the stock market, sticking to a long-term plan is generally the best move. Key Insights It is nearly impossible to accurately predict short-term movement in the market. Jumping into and out of equity investments could jeopardize a...
by Jason Sechrist | Mar 23, 2023 | financial planning, Investments, Money
How to earn $30,000 in interest only every year in retirement While the thought of funding your retirement adequately might be daunting, if you start planning now you’ll certainly be thankful later. Retirement usually entails replacing your former annual salary...
by Robert Sechrist | Mar 20, 2023 | financial planning, Money
‘A step in the right direction,’ says tax pro KEY POINTS The IRS this week unveiled a new option to respond to nine agency notices online. The new feature allows taxpayers and professionals to digitally upload requested documents, rather than responding by mail....
by Jason Sechrist | Dec 15, 2022 | Money, Taxes
KEY POINTS There’s still time to trim your tax bill or boost your refund before the end of the year. Depending on your 2022 income, you may consider deferring a holiday bonus, “bunching” medical expenses or a partial Roth conversion, experts say. Read more Securities...
by Jason Sechrist | Feb 10, 2022 | financial planning, Investments, Money
here’s what you need to do MilosStankovic | E+ | Getty Images People have the best of intentions. At the start of a new year, millions make resolutions — goals they want to reach throughout the upcoming months. Getting a handle on money issues is usually near the...
