market volatility

How to Navigate Market Volatility

Glass Jacobson Financial Group Coronavirus, Economic Update, Investing, Personal Finance, Tax Planning For Individuals Leave a Comment

With so much uncertainty facing the US economy, and the world, it is easy to let fear dominate investment decisions. When the market falls 30% in one month it’s natural …

FAQ Unemployment

Filing for Unemployment FAQ

Monica L. Sarver, EA Coronavirus, Personal Finance 2 Comments

The coronavirus-induced economic shutdown has predictably resulted in record unemployment across the country. In response, the CARES Act has expanded unemployment benefits, both in terms of eligibility and the number …

What is Diversification? Why Diversification is a Golden Rule [VIDEO]

Glass Jacobson Financial Group Investing, Personal Finance 1 Comment

As far back as our childhood, we have been told that we should never put all our eggs in one basket. If the basket breaks, so will all the eggs. …

estate planning

Estate Planning Under the New Tax Law: Opportunities and Traps

Steven G. Albert, CPA, MST Personal Finance, Tax Planning For Individuals, Tax Reform Leave a Comment

The Tax Cuts and Jobs Act of 2017 (TCJA) is a significant tax reform measure that impacts all federal tax laws. And instead of repealing federal gift and estate taxes, …

social security

Choose Social Security Options Wisely or It Could Cost You

Christine R. Schmitz, MA, CPA, PFS, CFP®, LTCP Personal Finance 1 Comment

Did you know that 95 percent of retirees get it wrong when it comes to choosing when to start their Social Security benefits – and it’s costing them trillions of …

backdoor roth conversion

Don’t “Knock” the Backdoor Roth Conversion Solution

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Tax Planning For Individuals, Investing, Personal Finance Leave a Comment

Roth IRAs are becoming increasingly popular savings vehicles as investors realize their utility in securing long-term financial goals as well as their availability to fund shorter-term financial goals, such as …