Category: News

Wishing you and your family the rosiest and most chocolatey of Valentines Day 🌹💖😊

It's February already! And with the shortest month of the year - it will be March before you know it! And we all know after that it will be tax time, so we recommend you get a head start on taxes. Accountants aren't going to be super busy yet and if you need to find a new one, now is the time! If you want to check your withholdings, the IRS has an online calculator you can check out - https://apps.irs.gov/app/withholdingcalculator/ For those of you stuck in the polar vortex ⛄ we'll hope that Punxsutawney Phil does not see his shadow! If you're stuck inside here are some new streaming releases - High Flying Bird is a new one about a sports agent dealing with a lockout - they are…

The big game is coming, if you haven't heard. It should be a fun battle of youth versus experience, east versus west. Of course the non-fans can watch the high-production value commercials. And if you hate watching the pigskin getting tossed around, it’s a good time to go out and enjoy a relaxing day as most people will be inside glued to their screens. Have fun but not too much! And if you're hosting a party here are some tips https://www.rd.com/home/cleaning-organizing/hosting-a-super-bowl-party/

The Mortgage Market report is showing positive signs even amid the government shut down. There is a growing inventory of homes for sale! Price inflation is slowing and we are seeing some slight price reductions as well as a rate decrease so this generally good news for those looking for a new home!

We wish you and your family a happy Martin Luther King, Jr. Day!

This week saw some good news for the housing market! We saw mortgage rates drop to a 9 month low! The fed has also signaled it may reverse course on future rate hikes. We are still in the middle of winter but spring is in the air 🌷

January's here and its a new year! We wish you all ✌, health and prosperity . To help with the last part here are three things you can do to get the year started! 1. Put away for retirement! Make sure you're contributing the maximum you can to 401k and or IRAs 2. Consider re-balancing your portfolio - we aren't giving specific investment advice but check your portfolio mix and consult a reputable advisor if needed 3. Check your investment fund fees! Some mutual fund fees are higher than you think and can add up over time! Now we know its cold out so its not a bad time get out a blanket and check out whats new on the 📺 On Netflix catch Solo, for the adults the classic…

Wishing you a Happy New Year! 🎉 May 2019 bring you and your family, peace, joy and happiness!

Happy Holidays 🎄🎁🎅🤶🎉❄ We wish you and your family the best this holiday! Enjoy your presents, meals, and most importantly family and loved ones!

As we near the end of year its a good time to make sure you make sure you're good to go with your finances ✅ Here are some (but not all!) to keep in mind: Put funds in your HSA account (if eligible) the max contribution for families is $6900, for individuals its $3,450 before taxes. Realize any capital gains losses (they can be used up to $3,000 against ordinary income as well) Max out your 401k (if possible) Contribute to your 529 plan (if you have kids or grandkids) And of course make sure to donate to charity before December 31!