Annual Tax Guidance

2021 Tax Guide
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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

June 14, 2021

In this week’s recap: Stocks kept cool, even as inflation came in hot. Weekly Economic Update Presented by Ftacek Financial Services, Inc., June 14, 2021   THE WEEK ON WALL STREET Stocks ended the week mixed as investors appeared to shrug off a...

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Economic Update

Q1 – 2021

In this Q1 recap: U.S. economic growth gains traction as vaccination rollout picks up speed; Stocks higher, but questions about where they go from here linger.

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Q4 – 2020

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.

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Q3 – 2020

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.

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Retirement InSight

June 2021

Monthly News and Information for Current and Future Retirees Presented by Jeremy Ftacek - June 2021 QUOTE OF THE MONTH “Carry out a random act of kindness, with no expectation of reward, safe in the knowledge that one day someone might do the same for you.” DIANA,...

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May 2021

Pandemic economy or not, some are aspiring to retire early. Lifelong learning, or long life learning?

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How to Prepare for Tax Season

Presented by Jeremy Ftacek In this guide, we’ll explore ways to help you prepare for the upcoming tax season. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and...

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How Does The American Rescue Plan Act Compare?

So, the next (final?) round of stimulus was signed into law by President Biden... Let’s dive into some of the details we know. The $1.9 trillion bill called the American Rescue Plan Act of 2021 includes stimulus checks, child tax credits, jobless help,...

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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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