We always get a lot of questions about receiving 1099’s on accounts. Most 1099’s will be available online Jan 17th through Feb 12th, and after that a correction cycle happens every two weeks. Please expect that mailed copies will be five to seven business days after it is posted online. You can login to the…

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In this week’s recap: Mixed news elicits a mixed reaction from the markets; incoming Biden Administration outlines stimulus plan. Weekly Economic Update     THE WEEK ON WALL STREET Markets drifted lower last week as uninspired investors digested mixed news on the economic front. The Dow Jones Industrial Average lost 0.91% while the Standard &…

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Is Your Money Really Going Towards Your Goals? Tracking where your money is spent is the first step to creating a budget. A budget finds the balance between your needs and wants, your present and future, and your current enjoyment and your long-term goals. [1] Budgets are the roadmap to how you will fund your…

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How To Make SMART Financial Goals Last year was history making. Widespread and rapid shifts in how we interacted with the outside world touched every aspect of our lives. For many it was a challenging year financially with unemployment hitting the service, travel, and entertainment industries disproportionally harsher than other businesses.[1] But even if you…

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Building a Healthy Financial Foundation How many pieces do you have in place?     When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?   When your financial “house is in order,” it means it is built on a solid foundation.…

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