By Kevin Theissen Each year seems to have new scams designed to steal your tax refund. Each tax season, thousands of people are victims of fraud. In these scams, fraudsters trick their victims into giving them enough information to file […]
Category: Money Matters
Column, Money Matters
Caregivers, consider this
By Kevin Theissen Almost everyone must become a caregiver to a loved one at some point in their lives. It could be due to unexpected circumstances or old age and it’s important to prepare in case you must take on […]
Column, Money Matters
What’s new this tax year?
Deadline for taxes is April 18 By Kevin Theissen Tax season is upon us again. It officially began on Jan. 24, and you’ll need to file by April 18 (unless you file for an extension). The deadline is usually April […]
Column, Money Matters
Dealing with market volatility
By Kevin Theissen The start of this year has brought some market volatility that might have caused you some uneasiness. It might be difficult but remember that this is normal – especially after a year when the S&P 500 index […]
Column, Money Matters
Tax planning changes in retirement
By Kevin Theissen It’s not uncommon for people to pay more in taxes than anticipated because our tax system treats various income types differently and has tax and penalties that many are unaware of. One way to consider the stages […]
Column, Money Matters
Market predictions for 2022
By Kevin Theissen By any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same forces that influenced markets last year will play a role again […]
Column, Money Matters
Does your child need to file a tax return?
By Kevin Theissen With the continuation of the Covid world, many businesses are desperate to find and keep workers. So, helping our children find a job is not very difficult these days. Perhaps more importantly, it’s the effort of encouraging […]
Column, Money Matters
2021 was good for investors
By Kevin Theissen This past year was a good year for investors. The S&P 500 Index, which is made up of 500 U.S. companies, finished the year up almost 27%. The Nasdaq is up over 21% and the Dow is […]
Column, Money Matters
The health and wealth connection
By Kevin Theissen Are good physical and financial health driven by the same fundamental psychological factors? Many believe it’s true that people who value their future selves enough to regularly put money aside for their futures are likely to also […]
Column, Money Matters
Second-guessing the Fed
By Kevin Theissen Second-guessing the Federal Reserve is a popular American pastime. Americans have been speculating about the Fed’s monetary policy choices — raising rates, lowering rates, buying bonds, tapering bond buying, and so on — for a long time. […]