Joseph O'Donnell, Financial Advisor, CPA

Financial Health is extremely important. If you haven't had your checkup in a while, come see me! There are no hidden charges for the planning, so leave your concerns about co-pays and deductibles behind... Ameriprise found nearly two-thirds (63%) of respondents said protecting their financial assets is more important to them now than before the pandemic; about the same (62%) said planning for uncertainty is more important to them.

There are some basic steps that you can take now to get your children ready for the future and improve their financial literacy. Give me a call and I can walk you through how to get started.

If you have any fixed income in your portfolios or you are looking for a more productive use of your cash, this is a great strategy. Give me a shout with any questions ...

When you have enough assets, you can start in with larger purchases, but not before

If your business has 100 or fewer employees, you may still qualify for financial aid if you meet certain income requirements and if most of your assets are tied up in the business

Chan encourages people to review and adjust their financial strategy for the changing environment and take inspiration from the Ox's persistence and determination to meet its goals

Whole life insurance is the most common type of permanent policy, meaning your coverage won't ever expire if you pay your premiums. Wondering if it's right for you? Discover the top 6 benefits of whole life insurance, from guaranteed costs to potential dividends:

From tax bracket tweaks to COVID-related tax credits , there is a lot that tax filers should keep in mind before submitting their 2020 taxes.

You also can protect your family's financial future by reviewing your life insurance coverage

"Allocate low interest earning savings into the stock market. The theory behind this is that a business's success is based upon them earning a higher return than their cost of capital, and when businesses sell their goods at increased prices it leads to higher earnings, revenues, and stock price."

Even without funding, it makes sense to open accounts if you will need to fund them at some point to work toward your goals. The hardest part is starting so lets discuss your plan today and get you headed in the right direction.

Goldman is expecting the S&P 500 to end the year at 4,300, implying a 13% increase from current levels and a new all-time high

Beyond which type of life insurance is right for you, how do you know how big a policy you might need? Our article on Life Insurance Basics has you covered: learn the different types of policies, what they cover, and how to estimate the right amount of coverage:

Were you caught with over-sized positions? . Not sure how long it will last . It's time to get a second opinion . Drop me a message and let's set up a time to review your portfolio.