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Where Do My State Taxes Go?
written by Erik Schuster CFP®, Financial Planner We have all asked the question, “Where does my tax money go?” While I am not going unravel that very complicated and most likely unfortunate scenario, I am going to introduce a way you can direct your Pennsylvania state taxes. Pennsylvania sponsors two programs that allow taxpayers …
How Could Inflation Affect Your Retirement?
In recent months, Procter & Gamble has raised prices for its Tide, Gain, Downy and Bounce product portfolio. It recently announced that this spring, consumers also will start paying more for many of its personal health care brands. The company is hardly alone. Nestle, Danone, Unilever and other consumers goods giants say their prices will …
5 Ways to Build A Better Tax Plan
You just finished your taxes, but it\’s not too early to make plans for next year. It\’s important that as you build your plan, you think about some strategies to reduce or defer your taxes now or in the future. Here are some strategies to consider helping your financial plan become more tax-efficient: Tax Harvesting …
Do You Know What Your Insurance Doesn’t Cover?
Before you experience a loss, it’s worth taking a few moments to review your insurance policies, including homeowners and auto insurance. Generally, insurance policies carry exclusions—restrictions on what is and is not covered. Here are some common insurance exclusions: Homeowners Insurance Flood and earthquake damage are generally excluded from standard homeowners policies. To cover flood …
Financial Planning for Veterans is Different
Every Veteran is unique and requires personalized financial advice According to the most recent data from the U.S. Census, there are over 17 million Veterans in the United States and more than nine million of these Veterans are served by the Department of Veterans Affairs. Ironically, serving your country sometimes brings tough economic times to …
Carving Up Your Portfolio & Thanksgiving Pie
Through the week before Thanksgiving, the performance of U.S. equity markets has been varied, but pretty good all things considered. In fact, it’s amazing that many of the major U.S. equity markets have reached new highs, despite the global pandemic that rocked markets and economies around the world. Just look at the performance of …
Home Prices Skyrocketing from August 2019, A Solid Third Quarter &…
STOCKS END THE WEEK AND THE QUARTER PAINTED GREEN AS PRESIDENT AND FIRST LADY TEST POSITIVE FOR COVID Weekly Market Update — October 6, 2020 The U.S. equity markets shook off the September swoon and started October off by ending the losing streaks of the past few weeks The DJIA led the way with a …
Home Prices Skyrocketing from August 2019, A Solid Third Quarter &… Read More »