Should You Give or Lend?

The IRS views gifts and loans differently for tax and gifting purposes and you need to understand the difference before writing that check.

How Can We Expect Our Economy to Behave?

Some prominent analysts and economists believe that we’ll see inflation hanging around for the long term, with rising interest rates, and likely slower economic growth than we’d like to see. So this week, I’d like to dig a bit deeper into these areas so you can better understand what’s going on now – and what could happen tomorrow.

Inflation – It is Not Good!

Folks, we have not seen this type of inflation in a generation.  So, while we’ve talked about inflation here before, this week I want to use our time together to take a deeper look at just what is driving inflation.

How to Invest (Or Not) Calmly Amidst Chaos

As individual investors we need to evaluate not only the current headlines and investment firm predictions but our own unique needs and holdings. Reading conflicting opinions and predictions online is not the real knowledge we need to make the right decisions.

Social Security’s . . . Not So Hidden Tax

The countdown to Tax Day is on and for many it isn’t a pretty sight. Many COVID-related tax breaks have expired, and some folks will find themselves paying in more to make up for financial concessions during the pandemic.