The Silver Lining to Market Declines: Tax-Loss Harvesting
Business Concept It may sound crazy, but there can be some benefit to market declines. While no one ...
Considering a Roth Conversion?
financial analysis concept What is a Roth Conversion? A Roth conversion is a way of transferring funds from ...
Coronavirus Relief for Small Business Owners
Recent legislation like the Families First Coronavirus Response Act and the Coronavirus, Aid, Relief, and Economic Security (CARES) Act have ...
What the CARES Act Could Do For You
The Coronavirus Aid, Relief, and Economic Security (CARES) Act is an economic relief bill that is pumping $2.2 trillion into ...
Five Tips for Getting Through this Hard Time with your Sanity Intact
This crisis has hit everyone hard. Fortunately, we live in an advanced society where we can connect online to continue ...
Feeling insecure about the SECURE Act? Here’s what you need to know
What is the SECURE Act? The SECURE Act was put into action on January 1st, 2020. SECURE stands for ‘Setting ...
Money and marriage – financial tips for newlyweds
Mixing your finances with your romances can be tricky. It doesn’t feel romantic to talk about money when it’s so ...
New job? Bring your coffee mug and your 401(k)
Your 401(k) is probably a big chunk of your retirement savings, so it’s important to weigh all your options and ...
Financial Strategies Tips – After Parkinson’s Diagnosis
According to a recent study, nearly 60% of Americans feel they have not done enough financial planning and 34% have ...
Our observation: Going gracefully into retirement depends on your generation
Being fee-only financial planners, we at Financial Strategies Inc act in your best interests by removing the incentive of commissions ...