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Using Electronic Payments? Watch Out for a 1099-K
June 06, 2022 Using Electronic Payments? Watch Out for a 1099K By Paul Miloe, CRPS® There’s a little-known tax form that has been around since 2010 that many will be surprised to see arrive for 2022 tax filing. It’s known as the 1099-K and was created to report business income on the tax return of [...]
The State of the Market
June 8, 2022 The State of the Market Phil Albitz, CFP® Well, here we go again. It’s been a while, but a bear market is upon us. Unfortunately, it is a bear market in most every asset class: stocks, bonds, gold, crypto; they are all in downtrends. Real estate is probably the next shoe to [...]
Helping Your Child Buy a House
June 03, 2022 Helping Your Child Buy a House By Sylvia Salguero, Financial Advisor If you are looking for a way to help your children buy their first home, there are several options available. Determining which one is best for your circumstances depends on multiple factors, primarily on how much you are able to provide and [...]
Series I Savings Bonds
June 8, 2022 Series I Savings Bonds By Clete Albitz, CFP® About a year ago, in June of 2021, I wrote an article about Series I Savings Bonds. These bonds are issued by the U.S. Treasury and can only be purchased directly at TreasuryDirect.gov. They were yielding 3.54% which was noteworthy at the time. However, with [...]
Planning for a Baby Financially: 4 Ways to Prepare
January 26, 2022 Planning for a Baby Financially: 4 Ways to Prepare By Vance Albitz, CFP® As new parents, what are some of the things that we could be doing to better our long-term finances? Well, I think the whole process of introducing a baby to the world is so special and it's so incredible. As [...]
The Hawkish Fed vs. The Market
January 25, 2022 The Hawkish Fed vs. The Market Phil Albitz, CFP® I don’t think anyone would argue with me if I said, “These last couple of years have been kinda weird.” In this short video I’m going to talk about the markets and explain the term “Hawkish Fed” as it relates to interest rates and [...]
