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Recent Articles
Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives,...
Economic Update – November 4
In this week’s recap: stock indices again set records, the Fed makes its third rate cut of the year, October’s employment report is a nice surprise, and U.S. and Chinese trade negotiators make some progress. Weekly Economic Update Presented by Brower Financial Group,...
Overlooked Tax Deductions for Small-Business Owners
Being a small-business owner isn’t easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the bookkeeping can be stressful! Luckily, the Internal Revenue Service (I.R.S.) allows small-business owners to take some surprising...
A Retirement Fact Sheet
Some specifics about your “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some...
Eight Mistakes That Can Upend Your Retirement
Avoid these situations, if you can. Provided by Brower Financial Group Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the...
Teaching Your Heirs to Value Your Wealth
Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it. If a child comes from money and grows up knowing they can expect a sizable...
Your Emergency Fund: How Much is Enough?
An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then,...
End-of-the-Year Money Moves
Here are some things you might want to do before saying goodbye to 2018. What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then...
Smart Financial & Insurance Moves for New Parents
As you start a family, consider these ideas. Provided by Brower Financial Group Being a parent means being responsible to a degree you never have been before. That elevated responsibility also impacts your financial decisions. You are now a provider and a protector,...
Under-appreciated Options for Building Retirement Savings
More people ought to know about them. There are a number of well-known retirement savings vehicles, used by millions. Are there other, relatively obscure retirement savings accounts worthy of attention? Are there prospective benefits for retirement savers that remain...