Hot Topics

  • Market Month: April 2021

    The Markets (as of market close April 30, 2021) Stocks climbed higher in April on the heels of strong first-quarter corporate earnings reports and encouraging employment data. Vaccine distributions increased and several states relaxed COVID-related … Read More

  • Building Prosperity: May 2021

    In this issue we cover motherhood, retirement plan rules, socially responsible investing, and changes to college financial aid!  Want to receive Building Prosperity in your inbox?   … Read More

  • Enhanced Child Tax Credit for 2021

    If you have qualifying children under the age of 18, you may be able to claim a child tax credit. (You may also be able to claim a partial credit for certain other dependents … Read More

  • Quarterly Market Review: January-March 2021

    The Markets (first quarter through March 31, 2021) As we closed out 2020, the overwhelming sentiment entering January was that it couldn't get much worse. Unfortunately, January did not start out on a high note. … Read More

  • Market Month: February 2021

    The Markets (as of market close February 26, 2021) February began on a high note as investors drew encouragement from strong fourth-quarter earnings reports and encouraging employment data. However, news was not all positive. The … Read More

  • Pandemic Relief Measures and Your Tax Return

    Two emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers. The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed … Read More

  • Get a Fresh Start on Your Finances in 2021

    There's no doubt about it — last year was tumultuous. The coronavirus pandemic, a contentious election, and widespread protests were just some of the events that impacted our nation in 2020. Fortunately, the … Read More

  • Federal Tax Filing Season Starts Soon

    The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021. Although tax seasons frequently begin in late January, the additional time will allow the … Read More

  • Financial Aid Changes on the Horizon

    The U.S. Department of Education has designated February as Financial Aid Awareness Month, and this year there's a lot to talk about. On December 21, 2020, Congress passed the Consolidated Appropriations Act, 2021, another … Read More


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