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Thursday, June 9, 2022

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.

 

Wednesday, May 18, 2022

Few investors should have been surprised when the Federal Reserve raised interest rates after its May meeting. Throughout April, Fed Chair Jerome Powell and several Fed Governors talked about the need to keep raising short-term rates...

 

Sunday, April 24, 2022

A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1There are many reasons for this change, but here are a few of the most...

 

Tuesday, January 4, 2022

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying put for 2022 are traditional Individual Retirement Accounts (IRAs),...

 

Saturday, February 20, 2021

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

 

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Tuesday, February 2, 2021

Every February, Americans celebrate Black History Month. In addition to honoring the accomplishments of Black Americans past and present, many clients often ask if they can do more. The answer is yes! By supporting Black-owned...

 

Thursday, October 15, 2020

Here’s a little-known fact that may help you save money on life insurance: when it comes to underwriting, insurance carriers typically rate clients to their closest birthday.What does that mean? It means that if you are 39 years...

 

Tuesday, September 15, 2020

The NFL football season kicked off a few days ago with a match-up between the Houston Texans and the Kansas City Chiefs. Bragging rights go to KC. In an unprecedented time due to COVID-19, no preseason games were played prior to this...

 

Monday, July 20, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year home...

 

Monday, June 22, 2020

This is a reminder that you have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes owed for 2019.1The extended tax deadline still falls on October 15. This year, the 6-month extension is now a...

 

Tuesday, June 16, 2020

The National Bureau of Economic Research (NBER) stated on June 8, 2020 that the COVID-19 crisis officially launched the U.S. economy into a recession. This announcement put an end to the longest economic expansion on record which...

 

Monday, February 17, 2020

Let's talk about tax reform for a minute. In late 2017, Congress passed the Tax Cuts and Jobs Act (TCJA) that significantly amended the previous tax code as it relates to both individuals and businesses. You can find a complete list of...

 

Monday, January 27, 2020

We’ve all seen professional athletes and celebrities flaunting large sums of money in their videos as a way to show off all of their hard work. One instance of this phenomenon that comes to mind happened on the Late Late Show...

 

Monday, December 2, 2019

Hard to believe that we are already in the last quarter of 2019! The end of the year is a great time to look at your financial situation and meet with your advisors! Here are a few items to address: Maximize Retirement Contributions...

 

Thursday, November 21, 2019

Playing sports can expose an individual to injury and other health risks, especially with the high contact nature of a sport like football. This past weekend, we witnessed one of the most highly touted NFL prospects, Tua Tagovailoa,...

 

Wednesday, October 30, 2019

Under the current Collective Bargaining Agreement ("CBA"), NFL players are provided many benefits that often get overlooked. It is vital that NFL players learn and understand all of the benefits to which they are entitled in order to...

 

Thursday, September 26, 2019

Professional athletes often choose to give back to their communities in a number of ways. Some volunteer their time attending events while others may collect food, clothes, toys, or supplies for causes about which they are passionate....

 

Monday, August 26, 2019

If you know me, you know I preach the importance of building human capital. This is just a fancy way of saying professional athletes should constantly invest in building skills outside of sports. Although human capital isn't a...

 

Monday, July 15, 2019

10 Questions Professional Athletes Should be Asking Financial Advisors by Reggie D. Ford, CPA, Founder and President of Rosecrete Wealth Management