By Kevin Theissen In 2021, the House Ways and Means Committee cleared a new bill, Securing a Strong Retirement Act of 2021, more commonly referred to as SECURE Act 2.0. There were some delays, but it was again brought up […]
Tag: By Kevin Theissen
Column, Money Matters
Ongoing challenges for small businesses
By Kevin Theissen The last couple of years have been challenging for everyone, including small businesses. As it seems we’ve come out of the pandemic, business owners were hoping that the worst of its economic impact would end as well. […]
Column, Money Matters
The state of Social Security
By Kevin Theissen The Social Security trustees have issued their 2022 report to Congress, officially called “The 2022 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds.” It is […]
Column, Money Matters
The last decade in stocks
By Kevin Theissen As recent economic news and conditions have focused on inflation, market downturns, oil prices, conflict and more, it is sometimes good to step back and look at the big picture. The last decade has given us one […]
Column, Money Matters
Should you hire your child?
By Kevin Theissen Are you a business owner and thought about hiring your child? Well, you should. If you have children, especially teenagers, you should strongly consider putting them to work. The benefits are tremendous. First and foremost, the main […]
Money Matters
Recession in 2022?
By Kevin Theissen It has been an interesting start to the year, not only for stocks, but bonds have taken a hit too, leaving investors with fewer short-term options. The Fed’s stance, interest rates, high inflation, lockdowns in China, the Russia/Ukraine […]
Column, Money Matters
Social Security benefits and inflation
By Kevin Theissen Inflation is all over the news and affects all of us. This includes older Americans that rely on their Social Security benefits. It’s important to know how Social Security keeps up with inflation and how the cost-of-living […]
Column, Money Matters
Bonds are safe, right?
By Kevin Theissen It may turn out that 2022 ends as one of the most volatile years for bonds in many years. The Bloomberg U.S. Aggregate Bond Index has been down nearly 10% this year. The downturn in the bond […]
Column, Money Matters
Retirement risks
By Kevin Theissen Foundationally, what most people want is to maintain their standard of living now and into the future. This is especially true in retirement which could last several decades for many. While there are multiple potential risks and […]
Column, Money Matters
How to spend (or save) your tax refund
By Kevin Theissen What are you going to do with your tax refund this year? Through the end of March, the IRS received over 81 million returns and processed just under 79 million returns. To that point, the IRS has […]