Insights

Given the volatility in the financial markets beginning the week of February 20, 2020, it’s helpful to review the state of the U.S. economy entering into this stressful period, what’s happened since, and some of the potential economic impacts. Here is our take on those topics. At the beginning of 2020, the U.S. economy was in very strong shape, with unemployment falling and the labor force participation rate and wages rising. Compared to 2008-09, this is not a financial crisis
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Complete gathering W2’s, investment account 1099’s, K1’s and other key tax documents. Meet with your CPA and finalize your tax returns and extensions, if applicable. Review your W2’s, 1099’s, and K1’s with your Independent, Fiduciary CFP®. Understand your true net take home income, so you can better plan for monthly expenses and contributions to wealth building and preservation. Apply income and salary to living expenses. Adequately budget for large capital improvements and repairs to real property – personal residence and
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