Over 40 million Americans have filed for unemployment during the pandemic. If that includes you, what should you be aware of to avoid any surprises? Seth and I discuss this in episode #5 of Behind the Curtain.
Our tax system is complicated. It is full of thresholds and cliffs that can cost you if you aren’t aware of them. Whether you are deciding on a Roth Conversion amount, taking Capital Gains, or exercising stock options - it is important to be doing tax planning to understand the full impact of those decisions. [...]
We have a lot to manage in our financial lives, add credit card points to that list! With so many different cards and rewards there is no one right way to use them. Having a reminder (we're looking at you Knudge!) to at least make sure you are using them, and not losing them, is [...]
The question we've been getting more often from retirees living off withdrawals from their portfolio is " Should I take less money out of my accounts given the market decline?". In the 3rd episode of Behind the Curtain, Seth Corkin and I share our conversation addressing this question.
We talk about the role of bonds in your portfolio as the "safer" component of your money. But how safe are they in times like this? In the second installment of Behind the Curtain, Rene and I share a clip of our conversation addressing this question.
"Should I open my investment statement this month?" One of the best things about working with a talented group of people is the ability to collaborate and brainstorm. Thinking through questions from clients together is part of our daily routine at SPP. We thought we'd try something a little different and bring you into the [...]
The recently passed CARES Act provides a number of resources to help small businesses. Our hope is that by sharing this information with our network, you will share it with any businesses you know who are struggling and truly need the help. Unfortunately, many of the people who need this help the most will [...]
Late last night the Senate passed an economic stimulus package which is expected to be passed by the House and voted into law. Most importantly, we want to focus this update on areas that will be helpful to those most impacted. We’ve been reading through the broad array of information in the 883 page bill! [...]
News is moving fast so we wanted to provide a couple of updates to the below (as of 3/20/2020): Taxes: The tax filing deadline has now been moved to July 15th to match the change to the payment deadline that was made earlier this week. We encourage you to continue to move forward with your tax [...]
News is moving fast so we wanted to provide a couple of updates to the below: Taxes: The tax filing deadline has now been moved to July 15th to match the change to the payment deadline that was made earlier this week. We encourage you to continue to move forward with your tax prep, especially if [...]