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Money Moves
two hands shaking

10.07.21

Tax Law Changes: A closer look at corporate taxes

A few days ago, we kicked off our four-part series on tax law changes with a look at what’s in store — or at least what’s proposed — for your personal income taxes. Today, we shift financial gears to corporate taxes. (Future articles will look at the American Families Plan and estate and gift taxes.)
a sports car in front of a opulent home

09.30.21

Why keeping up with the Joneses is never a good idea

Your neighbor just bought a new 21-foot bass-fishing boat (and a new truck to tow it). Your sister just posted more pictures of her luxurious vacation to Barbados (for the fourth time this week). And your best friend just upgraded his man cave with not one, but FIVE vintage arcade games (including Donkey Kong). If you’re feeling a little jealous — and maybe even feeling the urge to run out and upgrade your own possessions to maintain the same social status — don’t worry, that’s normal.
mother teaching child about money

09.20.21

How to teach kids financial responsibility with an allowance

The debate over whether to give kids an allowance is as old as the practice itself, but the benefits of giving kids an allowance are clear. Kids who get an allowance are more financially savvy later in life than those who don’t, and are less likely to abuse credit as adults.
financial advisor speaks to husband and wife

09.16.21

Money myths: My partner manages our finances, so I don't need to think about it

In this new Money Moves series, we’ll tackle money myths (trust me, they’re everywhere) and reveal the enlightening truth behind them. Up first is a financial misconception that we is heard far too often: “My partner manages our finances, so I don’t need to think about it.”
coins falling into a piggy bank

09.07.21

A closer look at the link between money and happiness

Can money buy happiness? It’s difficult to answer that question, but we do know this: Money — the mismanagement of it and the lack of it — can cause stress.
ben franklin with a surgical mask on

05.03.21

Post Covid Investing: Time for a Deeper Look

As the worst of the pandemic gradually recedes, investors are statistics that will, on their face, seem outlandish. Year over year comparisons will be stunning in notional terms. Economic indicators will also post extraordinary readings. But, like most things, true understanding requires a deeper examination, which is an important prerequisite to making smart, impactful decisions.
global stock market

04.26.21

First quarter 2021 economic review and outlook

In this first quarter of 2021, the weather has broken, vaccine delivery is accelerating and we are starting to feel a sense of freedom may just be over the horizon. Here’s a review of the first quarter of 2021 and an outlook of what’s to come:
Concerned older woman on the phone

04.22.21

Beware of unemployment fraud — even if you’re employed

Scammers have long known how to use stolen identities to commit fraud, for instance, unemployment fraud.
young business woman on laptop

04.15.21

Checking your credit is free, for now - here' s why you should take advantage

Recently, the three national credit agencies — TransUnion, Experian and Equifax — said they will continue to provide free, weekly credit reports to consumers until April 20, 2022.
happy older couple buying something online with a credit card

04.08.21

What is a balance transfer — and when does it make sense?

A balance transfer is a credit card transaction where you move your credit card balance from one card to another — typically a new one with a lower interest rate.
a pin on the date May 17th

04.02.21

IRS extends federal tax payment deadline to May 17

Taxpayers now have until May 17, 2021, to file and pay their taxes without penalties or interest. This is about a one-month extension beyond the traditional deadline of April 15.
broken piggy bank and coins spilled on floor

03.17.21

How to spot investment coaching scams

“My program is going to make you a lot of money. I’ll show you how to do everything you need to do to be successful.” Ads like this are usually a scam. The Federal Trade Commission recently announced Operation Income Illusion, a nationwide effort to prevent income scams that promise to make people a lot of money by participating in a special program.
statue of bull market

03.08.21

Individual investor muscle

As January closed there was some very unusual excitement in the stock markets. The price of shares of videogame reseller GameStop, which had languished for years near $5, suddenly began to rocket skyward, to $40, then $60, then $120, eventually cresting at well over $400 per share before coming back down to earth. This despite an absence of profitability.
gavel and scales of justice sitting on a desk

02.23.21

Investor Alert: Robinhood app hit with hefty fine from federal regulators

The Securities and Exchange Commission (SEC) recently charged Robinhood Financial LLC for failure to fully disclose the firm’s receipt of payments from trading firms for routing customer orders to them.
person reviewing finances

02.16.21

Gift values during a pandemic

The value for federal gift tax purposes of a gift of $100,000 in cash is $100,000, and the same is true for the value of $100,000 worth of publicly traded stock. Those are the easy cases. The hard cases concern assets that are harder to value, such as real estate or interests in a closely held business.
Smiling man with a papers in hand on phone

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