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"The World Only Ends Once" My thoughts on COVID-19

Scott Shrader, EA, CFP®

Monday, March 23, 2020

“The World Only Ends Once” My thoughts on COVID-19 This is a scary time in the world. We are facing a global pandemic. Borders are closing. Markets have fallen. The economy is at a standstill as people have stopped going to...

We all struggle ensuring we have properly prepared ourselves for financial inevitabilities in life. Financial experts have determined that there are eight wealth management issues for which most people need to be prepared. While not...

Tax season is in full swing, and we know you are looking for the best tax deductions. With all the changes in tax laws effective this year, it can seem overwhelming to file on your own and make sure you are not missing any important...

On December 22nd, we entered into a partial government shutdown. This shutdown has had a far-reaching effect, much of which we have not fully felt just yet. Due to the shutdown, approximately 800,000 federal employees are working...

How Close Are You to Your Actual Retirement Goals?

Scott Shrader, EA, CFP®

Wednesday, January 9, 2019

Everyone works many, many years in order to plan for and secure their retirement. When looking to plan for your retirement, there are a number of things that you will need to keep in mind. These include things such as the exact amount...

Each year there are changes to the tax code, and this year was no exception. This often leaves many people wondering about the best way to handle their tax situation. There are a few things people can do toward the end of the year to...

The term wealth management can be intimidating for some people. It can bring to mind thoughts of difficult financial workings and deep-rooted fears and misconceptions about money. In reality, wealth management doesn't have to be hard....

Every year at tax time, it’s the same. You promise yourself that you will be prepared for tax season only to end up filing for an extension and ultimately paying late. There is a way to avoid the sting of adding a five percent...

According to a Government Accountability Office study released in 2015, approximately 52 percent of households 55 and older have no retirement savings. This staggering number of soon-to-be retirees without a nest egg is concerning, and...

When tax season comes, it's easy to procrastinate. Even if your taxes are due by the end of day, there is always someone available to handle last-minute filings. Your main task is to find the right professional for assistance. Hire a...

Doing your taxes doesn’t have to be a chore. In fact, with a little prep each month leading up to your taxes, you can have everything you need ready for a tax preparer to complete this task for you. See the list of paperwork you...

Filing your taxes is a hassle. At least, it is when you don’t have someone there to help you understand how to get the most back, or what you need to show or do to get there. Here are five simple reasons you need a tax...

The year 2018 is rapidly approaching with another tax filing season beginning shortly after we kick off the year! Unless helping people with their taxes is your calling, you’re probably not really looking forward to it like we...

You have a job and financial responsibilities and have come so far in life without needing any professional financial direction. You may be in a very good place right now, and that’s great! However, one myth we’re going to...

A wise man once said, “It is better to make your money work for you rather than working for your money.” If you wonder what this means, it is time for you to consult with a wealth management specialist. Whether you are...

With summer rapidly coming to a close, all of us parents find ourselves scrambling to the local mega store to snag essential back-to-school items. We’re in search of the best deals on backpacks and lunch bags, and on a wild-goose...

Retirement is exciting! It’s a time to slow down and appreciate life, your hard-earned savings, and those you love. You work diligently all your adult life for this, and the time off is well deserved. Unfortunately, many retirees...

Have you ever envied a friend, co-worker, or family member who is seemingly always getting away, exploring the endless beauties of our world, and accomplishing one dream vacation after another? How is that possible? Who has the money...

It’s time once again for Uncle Sam to check through your financials and find out whether you are due a tax refund or need to pay in additional money. You may be overwhelmed with the many options available to prepare and file your...

I would like to take this opportunity to explain the market correction that occurred August 24, 2015. A market correction is defined as a peak to trough slide in excess of 10%. Over the history of U.S. equity markets, corrections have...

Please help! Vault's president needs to collect $4000 to make bail and support the Muscular Dystrophy Association (MDA). He is participating in the Northern Palm Beach Executive Lock-Up fundraiser for 2014. All donations are...

Everywhere you look there is trouble in the world today. The situation in Israel and Gaza has been escalating. Russia seems to be further isolating itself from the West. Fighting in Ukraine continues. What effect will this have on your...

There has been a lot of press lately regarding the Dow Jones Industrial Average reaching all time highs. A question that we get quite often is what should I do? Some people are afraid of impending doom and want to sell. Others see the...