Steve recently received a call from a client who got some bad advice. They were feeling guilty about making purchases for themselves without the full support from their spouse. A close friend that they were talking to suggested that they should start hiding money. Don't do this. In this video, Steve walks through how this could affect your marriage, and the precedent it sets in other areas of your life. Last, he gives some suggestions on how to still enjoy spending money on yourself, without experiencing the conflict from your spouse.

The Child Tax Credit monthly payments will impact individuals and families in a multitude of ways. Find out how it applies to your specific situation.

The Federal Government’s most recent stimulus package included provisions on stimulus checks, child tax credit, dependent care tax credit, unemployment, federal loan forgiveness, and much more. How does it affect you and your family?

In the video below, Austin and Steve unpack the bill and share the provisions that will affect our clients the most.

Now that we are past the election, we have received some questions around the potential changes to the tax law under a new administration. Proposed legislation has mentioned capital gains, corporate tax, and income tax.

Check out the video below where Barry McCall, CFP® and Austin Coley dive into the topic and share what we have been recommending to our clients.

What a year 2020 has been. After the stock market pulled back in the spring, we have rebounded to hit an all-time high in the S&P 500 and DJIA in December.

With a new administration about to take office, is now a good time to harvest gains and move some money to cash?