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Annual Tax Guidance

A Guide to 2018 Tax Law Changes
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Sunday Evening Thoughts

Sunday Evening Thoughts +9 Weeks

Dear Clients and Friends,                                                                                                                                      May 18, 2020 Release the Hounds Spring has sprung, spring-fever, cabin-fever, whatever you want to call it or...

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Sunday Evening Thoughts, +7 Weeks…

Dear Clients and Friends,                                                                                                                                              May 3, 2020 April Showers Bring May Flowers As we all live our best quarantined life, it is easy to...

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Sunday Evening Thoughts, +6 Weeks…

Dear Clients and Friends,                                                                                                                                                             April 26, 2020 Open for Business Five more states are slowly opening up this week,...

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Weekly Economic Update

Weekly Economic Update – January 18, 2021

In this week’s recap: Mixed news elicits a mixed reaction from the markets; incoming Biden Administration outlines stimulus plan. Weekly Economic Update Presented by Ftacek Financial Services, Inc., January 18, 2021   THE WEEK ON WALL STREET Markets drifted lower...

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Weekly Economic Update – January 11, 2021

In this week’s recap: Despite continued COVID-19 woes and unrest in Washington D.C., the stock market starts 2021 on a high. Weekly Economic Update Presented by Ftacek Financial Services, Inc., January 11, 2021 THE WEEK ON WALL STREET Shrugging off COVID-19 infections...

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Weekly Economic Update – January 4, 2021

In this week’s recap: Happy New Year! Stocks hit record highs and have varied reactions on stimulus checks and another potential vaccine. Weekly Economic Update Presented by Ftacek Financial Services, Inc., January 4, 2021 THE WEEK ON WALL STREET Stocks moved higher...

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Economic Update

Q4 – Quarterly Economic Update

In this Q4 recap: the appearance of two COVID-19 vaccines gives businesses and consumers hope and lifts stocks; U.S. lawmakers approve a second financial stimulus; European negotiators sign off on a post-Brexit trade deal. Quarterly Economic Update A review of Q4...

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Q3 – Quarterly Economic Update

In this Q3 recap: stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation. Quarterly Economic Update A review of Q3 2020, Presented by Ftacek Financial Services, Inc. THE QUARTER IN BRIEF The...

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Q2 – Quarterly Economic Update

In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows. Quarterly Economic Update A review...

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Retirement InSight

January 2020

Monthly News and Information for Current and Future Retirees Presented BY Jeremy Ftacek - JANUARY 2021 QUOTE OF THE MONTH “Vulnerability is the birthplace of innovation, creativity, and change.” BRENE BROWN TO RETIRE, OR NOT TO RETIRE? For some of us, the coronavirus...

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December 2020

Monthly News and Information for Current and Future Retirees Presented by Ftacek Financial Services, Inc. - December 2020 QUOTE OF THE MONTH “If you don't like the road you're walking, start paving another one.” DOLLY PARTON THIS YEAR, THERE IS MORE INCENTIVE TO GIVE...

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November 2020

Monthly News and Information for Current and Future Retirees Presented by Jeremy Ftacek  - NOVEMBER 2020 QUOTE OF THE MONTH “In a time of drastic change, it is the learners who inherit the future.” ERIC HOFFER MOST AMERICANS THINK THEY WILL WORK IN RETIREMENT A life...

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Articles

Plan Sponsor

With the reality of COVID-19 spanning every part of the world, in order to slow and manage the spread of the virus, current administration and local authorities are enacting social distancing and non-essential shelter in place policies. We all understand the forced...

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Monday Morning Outlook – A Coronavirus Recession?

No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do know is that it will have an impact. And, after data releases of recent weeks, we also know that the US economy was in very good shape before it hit....

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The SECURE Act

Long-established retirement account rules change.  Provided by Jeremy Ftacek   The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules...

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