What is Inflation and Why is it Important?

If you’re a retiree or you’re looking to retire and you have concerns worry about inflation and how that affects you, listen in to Gabe and Ryan, financial advisors. Are we seeing inflation? What is it? How does it apply to you? It seems like everywhere we...

How Does Biden’s Tax Proposal Affect You? Part 2

President Biden has proposed some new tax changes. How does this proposal affect you? We are breaking it down into 2 videos. In this video, we cover Proposed changes to the capital gains rate of incomes above $1 millionProposed corporate and individual tax rates going...

How Does Biden’s Tax Proposal Affect You? Part 1

President Biden has proposed some new tax changes. How does this proposal affect you? We are breaking it down into 2 videos. In this video, we cover The “Stepped Up Basis”- the changed value of an inherited assetThe “Gift and Estate” tax Gift...
2021 Market Update – 1st Quarter

2021 Market Update – 1st Quarter

Market Update for the Quarter Ending March 31, 2021 Presented by Commonwealth Financial Network Solid Month Caps Positive Quarter for Markets U.S. stock markets saw gains for the month and quarter. The Nasdaq Composite gained 0.48 percent during March. The S&P 500...
The Road to Retirement – Bobbie Roberts

The Road to Retirement – Bobbie Roberts

Taking the Backroads It almost seems counter cultural in our working world to meet someone like Bobbie who isn’t trying to rush towards retirement and to move on to something that we perceive to be greener on the other side.  Bobbie found a passion for her work...