News & Information

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...

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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...

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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...

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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...

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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,...

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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...

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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,...

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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...

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Save & Invest Even if Money Is Tight

For millennials, today is the right time. Provided by Brower Financial Group. If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages...

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Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities. Provided by Brower Financial Group Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have multiple aspects. It can include...

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Should You Use 529 Plan Funds on K-12 Education?

Federal law says you can, but you may want to think twice about it. When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles known as 529 college savings plans. Funds from these...

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Weekly Economic Update | 7/3

In this week’s recap: a consumer spending miss, a slight decline in confidence, a wave of new home buying, and the end of a good quarter for equities.   INCOME AND SPENDING RISE, ALONG WITH CORE INFLATION According to the latest monthly Department of Commerce...

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