In case you missed it, Congress passed a 2nd stimulus/aid package at the end of 2020 that authorized the following: Additional $600 stimulus payment to each person making under $75,000 (if filing single) or $150,000 (if filing jointly). The payments phase out for incomes above these limits. Additional paycheck protection program (PPP) funds. Certain businesses…

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I grew up playing baseball, and it was common advice that I needed to hear, “Don’t swing for the fences.” When trying to hit a homerun, you end up taking your eye off the ball, and usually miss hitting the ball entirely. In investing, there is similar wisdom. Yes, it’s alluring to find an investment…

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Some clients check their portfolios weekly. Others might only check it once or twice a year. Whenever you look at your performance, you’re really asking yourself: “How I am doing RELATIVE to some other benchmark?“ For example, if the Dow Jones Industrial Average is up 10% and your portfolio is also up 10%, you would…

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In a perfect world, everyone would be on track for their retirement goals. More often than not, people are usually playing “catch up” in their 50s and 60s to realize their retirement goals (working less/not all all, traveling, buying a vacation home, etc.). Here’s a quick breakdown of “6 Last-Minute Retirement Planning Strategies”¹. Save Like…

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