By Matthew Gaude & Shawn McGuire After much political intrigue and back and forth, lawmakers finally passed the 5,593-page $900 Billion
Your 2021 Tax-Preparation Checklist
By Matthew Gaude & Shawn McGuire Tax season is approaching quickly, and the last thing you want is to get close to finalizing your taxes, only
It’s A New Year! Is It Time To Reevaluate Your Financial Plan?
By Matthew Gaude & Shawn McGuire We survived 2020, and now it’s time to transition to a new year and all it will bring! A new year is often a
2020 Economic and Stock Market Review and 2021 Preview and Strategy Update
We will be discussing the following topics: The question we hear the most is, "How will the stock market react to a Democratic president?" or a
What Could Social Security And Medicare Look Like Under A Biden Presidency?
*This file is licensed under the Creative Commons Attribution-Share Alike 2.0 Generic license. By Matthew Gaude & Shawn McGuire We all know
What You Need To Know About The Proposed Retirement Bill in Congress
By Matthew Gaude & Shawn McGuire Here are some numbers to chew on: according to the Employee Benefit Research Institute’s 2019 Retirement