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Blog

Michael Laine | Feb 26, 2024

Social Security Benefits Set to Increase in 2024

Social Security
retirement
Proper financial planning includes forecasting future Social Security benefits.
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Michael Laine | Feb 22, 2024

Why High-Net-Worth Investors Should Consider ESG Investing

The world is changing. At one time, investors focused all their energy and money on generating positive returns. Today, however, many have pivoted to generating
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Michael Laine | Feb 6, 2024

Healthy Aging as You Approach Retirement

retirement
Aging is inevitable, but how we age is, to a significant degree, within our control. For adults between the ages of 35 and 55, contemplating the years leading
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Michael Laine | Jan 22, 2024

Helpful Hints as You Think About Your Tax Filings

Different deadline, inflation adjustments, tax credits, brackets and more
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Michael Laine | Jan 8, 2024

IRS Adjusts Tax Brackets to Account for Inflation

Tax planning
On October 18, 2022, the Internal Revenue Service (IRS) announced tax year 2023 adjustments for tax returns filed in 2024.
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Michael Laine | Jan 4, 2024

Everything You Need to Know about the FAFSA for 2024

College Planning
One of the most important pieces of the college financing puzzle is the Free Application for Federal Student Aid (FAFSA).
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Michael Laine | Dec 1, 2023

Your Financial Fresh Start: 12 Resolutions in 12 Months

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want
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Michael Laine | Dec 1, 2023

6 Business Goals for a Prosperous New Year

The new year is fast approaching, and it is the perfect time to set up resolutions for your business. Whether you want to increase your sales, gather a more
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Michael Laine | Dec 1, 2023

Will You Be Naughty or Nice To Your Finances This Holiday Season?

‘Tis the season for fun, family, and a lot of spending. Whether you plan to spend money on holiday gifts for the family, are planning a holiday event, or like
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Michael Laine | Dec 1, 2023

Small Business Owners: Are You Retirement Ready (or Not)?

Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not
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Michael Laine | Oct 31, 2023

Your Traditional 401(k) Year-End Review Checklist

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money
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Michael Laine | Oct 31, 2023

High Cost of Eggs a Harbinger of a Recession?

Eggs are a staple food item in households around the world, providing a rich source of protein and nutrients for a relatively low cost. However, as you
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