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![IRS List of Tax Scams to Watch Out For](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2021/01/warning-of-scam-33643729.jpg?lossy=0&strip=1&webp=1)
IRS List of Tax Scams to Watch Out For
The IRS recently released its annual list of tax scams. The list reminds taxpayers to use caution and avoid becoming victims of fraudulent tax schemes. Click this link for a 3 minute video overview of the tax scams. Still have questions? Reach out, we're here to...
![The Pros and Cons of a Big Tax Refund](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2021/01/2.jpg?lossy=0&strip=1&webp=1)
The Pros and Cons of a Big Tax Refund
Filing income taxes is an annual chore that few people enjoy, unless it results in a big refund. But hold on -- is receiving a tax refund a reason to celebrate? Let's review the pros and cons in this two and a half minute video . Still have questions? Reach out,...
![Market Volatility Recap](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2021/01/378-roller-coaster-loop-pv.jpg?lossy=0&strip=1&webp=1)
Market Volatility Recap
2018 was quite the rollercoaster! We have a great 4 minute video that really encapsulates 2018. We highly recommend you invest time to take a look. Need a second opinion on your investments? Reach out for a free analysis . (How can you say no to free?!)
![How Much Life Insurance is Enough?](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2021/01/beach_family_trip.jpg?lossy=0&strip=1&webp=1)
How Much Life Insurance is Enough?
The fundamental question of how much life insurance to buy can only be answered when we know what it is exactly we are protecting. While its purpose is to protect your life, only you can determine what that might be worth to your family. Your vision of a “good life”...
![Understanding Investment Risk](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2021/01/financial_accounting.jpg?lossy=0&strip=1&webp=1)
Understanding Investment Risk
All investors – be they conservative, moderate or aggressive – need to understand that the level of returns they expect to generate is directly related to the amount of risk they are willing to assume – the higher the return, the higher the amount of risk one needs to...
![How Confirmation Bias Could be Hurting your Investment Performance](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2021/01/investment_compass.jpg?lossy=0&strip=1&webp=1)
How Confirmation Bias Could be Hurting your Investment Performance
Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened...
![Should you pay off debt, or save for retirement? Both?](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2021/01/toy_couple_savings.jpg?lossy=0&strip=1&webp=1)
Should you pay off debt, or save for retirement? Both?
Should you pay off debt, or invest for retirement? That’s an excellent question. They’re both very important financial goals. Check out this 3 minute video to help you understand what may be best for you. Time for a second opinion? Reach out, we’re here to...
![Why have investment markets gone down 6.94%, up 1.79%, down 9.18% and up 7.87% in the last 4 months? (Hint: Uncertainty)](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2021/01/etfs-1000x675.jpg?lossy=0&strip=1&webp=1)
Why have investment markets gone down 6.94%, up 1.79%, down 9.18% and up 7.87% in the last 4 months? (Hint: Uncertainty)
Why has the US stock market (represented by the S&P 500) gone down 6.94% in October, up 1.79% November, down 9.18% in December and up 7.87% January? (source: ycharts) Or in other words, why has the S&P 500, and most other stock markets around the world, been...
![Want to save $600 per year? Read this email. (Your cable/satellite TV bill)](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2021/01/family_movie.jpg?lossy=0&strip=1&webp=1)
Want to save $600 per year? Read this email. (Your cable/satellite TV bill)
The average monthly cable TV bill is $85 and the average satellite TV bill is $100 according to Leichtman Research Group. How does free sound? You can watch the major networks (+ many more) free by installing a TV antenna. A simple rabbit-ear antenna works but if you...
![Saving Versus Paying Off Debt](https://b1506410.smushcdn.com/1506410/wp-content/uploads/sites/53/2021/01/piggy-1080x675.jpg?lossy=0&strip=1&webp=1)
Saving Versus Paying Off Debt
Saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial planners and the responses will be split, roughly down the middle. While there might be as many advocates for...
Tax Ideas
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