Archives March 2021

Weekend Reading for Financial Planners (Mar 27-28)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a look at the new health insurance planning opportunities that have emerged under the American Rescue Plan, from the potential to receive several months of “free” (tax-credit-subsidized) COBRA coverage to new rules for Premium Assistance Tax Credits that …

5 Estate Planning Moves to Make ASAP

One of President Biden’s campaign promises was to introduce tax reforms that roll back various Trump era policies while increasing tax rates for some of the wealthiest Americans. He will expand federal income tax for those earning $400,000 or more, plus increase capital gains and payroll taxes, in addition to expanding estate tax. If you …

The Best Robinhood Alternatives

Lots of people are migrating from the popular investing app Robinhood after the Great Meme Stock Debacle of ’21. While Robinhood still remains a great option for a lot of newbie investors, it’s not the only one out there, and you might be looking to jump ship. 

Heads-up if you’re a current customer looking to …

How to Make Money on Shopify

Have you dreamed of starting a business of your own? For many aspiring entrepreneurs and side hustlers, that dream has become a reality by making money on Shopify. Ecommerce is a booming business — statistics show online retail sales increased by 30% in 2020, a trend that was accelerated due to the COVID-19 pandemic. Starting …