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How Much Longer Will Social Security Last?

How Much Longer Will Social Security Last?

The future financial status of the Social Security program is a popular topic of debate. Each year, the Trustees of the Social Security trust report on the programs’ current and projected financial status. The annual report has many questioning, will Social Security last?

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Ken Wink•
Personal Financial Planning 101: How to Calculate and Understand Net Worth

Personal Financial Planning 101: How to Calculate and Understand Net Worth

Net Worth is often an important topic among investors and businesses. This calculation is used to determine the value of the individual or company and is used to monitor financial progress. First, net worth looks at the overall financial picture. This is calculated by subtracting the liabilities owed from the owned assets; the rule applies

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Zach Bachner•
Stock Market Commentary September 2021

Stock Market Commentary September 2021

Today’s Market News: What You Need to Know Many factors are at play as we look to today’s market news. In August, the Dow Jones Industrial Average gained 1.2% (Source: https://www.cnbc.com/2021/new08/30/stock-market-futures-open-to-close-news.html), and our portfolios followed suit with good performance as well. Since we updated our trading strategy on 4/1/2021, our portfolios have performed well, and

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Ken Wink•
What Biden’s Tax Plan Could Mean For Your Money

What Biden’s Tax Plan Could Mean For Your Money

President Biden’s election campaign focused heavily on the potential for tax reform. President Biden promised that income taxes should not increase for the lower or middle class throughout the campaign. Although the government has failed to pass any official tax reform, it seems we are inching closer to implementation. Since there is a chance these

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Zach Bachner•
Dividend Investing: What You Need to Know About Taxes and Benefits

Dividend Investing: What You Need to Know About Taxes and Benefits

Dividend investing is a common practice among stock market investors, especially those with lower risk tolerance. However, to truly understand dividends, it is essential to consider the variables. As part of our Personal Financial Planning 101 series, this article will unpack how dividends are taxed. What Is Dividend Investing? Dividend investing is a common

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Zach Bachner•