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Archive of Situation Analysis Articles
- It is Time to Rebalance Your 401(k) Plan
Do you rebalance your 401K portfolio every 12-18 months or following a significant market move? You should and here’s why!... more
- Are Health Savings Accounts the Ultimate Health Care Insurance Plan?
Health Savings Accounts may be the best kept secret as a tax savings and medical expense reduction tool. Here is a brief primer on what it is and how it may work for you.... more
- Ever Thought About Living Off the Grid? Here's What You'll Need
There is no small number of people who have created a self sustainable lifestyle. If you are thinking about this, here is what you will need.... more
- Deferred Payroll Tax: What You Should Know
President Trump signed an executive order and several memorandums addressing the expiration of the $600 unemployment benefit plus-up, eviction moratorium, and payroll tax deferral.... more
- New (and Important) Updates to the PPP Loan Forgiveness Program
Important information on the PPP Loan Forgiveness Program.... more
- Spring Cleaning Your Finances
During these troubling times, it is a good time to take a look and make a change when it comes to your finances.... more
- Elections and the Stock Market - What You Should Know
Investors often look for a causal relationship between presidential election results and stock market performance - but does one really exist?... more
- Getting Your Business Ready for the Coronavirus Effect
Advice for your small business with dealing with the coronavirus outbreak.... more
- What Business Owners Should Know about the Secure Act
The SECURE Act makes it easier for business owners to offer retirement plans. Here are some key features of what this could mean for your business.... more
- Discovering the Magic of a Backdoor Roth Conversion
The main difference between the two types of IRAs is how and when your money is taxed. Here are several features that make the Roth IRA a better choice for those who qualify.... more
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