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The big news from Capitol Hill this past week was the US House of Representative’s passage of President Biden’s $1.9 trillion stimulus package.

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being.

While the much higher standard personal deduction that was a key part of the Tax Cuts and Jobs Act (TCJA) of 2017 was a boon for many taxpayers, the law also contained a provision that many higher-income individuals see as a poison pill: the $10,000 limitation on deductions for state and local taxes (SALT).

The economic and market turmoil during the past year, most of it caused by the pandemic, has brought into sharp focus for many investors the vital importance of dependable, professional advice about investments and financial planning.

Since the onset of the coronavirus pandemic, the ultimate hope for halting the uncontrolled spread of the virus has been development and wide availability of an effective vaccine.

You may have seen the news the last couple of weeks featuring prominent mentions of GameStop, a video game retailer, and AMC, a cinema chain. Wall Street hedge funds and individual investors have been engaged in a contest of wills, of sorts, and the financial implications amount to considerably more than a player’s name in the high scorer’s list.

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life.

It seems hard to believe from our current vantage point that less than twenty-five years ago, only $600,000 was exempted from estate taxes. When a person died, any amount left to heirs above $600,000 would be taxed at the then-maximum tax rate of 55%.

Last Friday, the Internal Revenue Service announced a delay in the beginning of the 2021 tax season to February 12, about two weeks later than its usual start, in order to allow the agency to complete preparations related to the tax changes that we

Some of our readers are old enough to remember the 1970 hit song written by Curt Sapaugh and Bobby Austin and subsequently made popular by Glen Campbell. The chorus went like this: