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Annual Tax Guidance

2021 Tax Guide
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Sunday Evening Thoughts

My Latest Views on Taxes

Capitol Hill is producing more drama than Hollywood and not in a good way, but I guess this is what we've come to expect over the years. We've got bold statements, ultimatums, cliff-hangers, and confusing sequels.  We've even got folks paddling up to Senators' party...

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Storms Ahead?

The stock market got a little crazy last week. Is a storm coming? Let's take a look at what's driving markets right now. (Scroll to the end if you just want my takeaways.) A few things are driving the market volatility: Fears of a financial crisis in China. China's...

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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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Weekly Economic Update

January 17, 2022

In this week’s recap: Volatile week as Fed speaks of multiple rate hikes. Weekly Economic Update Presented by Ftacek Financial Services, Inc., January 17, 2022   THE WEEK ON WALL STREET Deteriorating investor enthusiasm for high-valuation growth companies and a...

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January 10, 2022

In this week’s recap: Hawkish Fed sees bonds higher and stocks retreat. Weekly Economic Update Presented by Ftacek Financial Services, Inc., January 10, 2022 THE WEEK ON WALL STREET A jump in yields sparked by a more aggressive sounding Federal Reserve sent the market...

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January 3, 2022

In this week’s recap: Despite Omicron concerns, stocks end year mostly positive, with strong holiday sales figures. Weekly Economic Update Presented by Ftacek Financial Services, Inc., January 3, 2022 THE WEEK ON WALL STREET Stocks closed out the year on a mostly...

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Economic Update

Q4 – 2021

In this Q4 recap: U.S. economy confronts a new COVID-19 variant amid continuing inflation and supply chain bottlenecks. Europe institutes new social restrictions in response to a surge in Delta and Omicron variant infections. Investors turn cautious as uncertainties...

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Q3 – 2021

In this Q3 recap: U.S. economic growth slows in the face of Delta variant headwind. Europe’s economic outlook remains positive. Stocks retreat from record highs; confront a bevy of challenges. Quarterly Economic Update A review of Q3 2021, Presented by Ftacek...

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Q2 – 2021

In this Q2 recap: U.S. economic growth strong as reopening widens. Europe’s recovery picks up steam; Stocks reach new record highs, face new interest rate and inflation landscape. Quarterly Economic Update A review of Q2 2021, Presented by Ftacek Financial Services,...

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Retirement InSight

January 2022

Monthly News and Information for Current and Future Retirees Presented by Jeremy Ftacek - January 2022 QUOTE OF THE MONTH “We contain all the ages we have ever been.” ANNIE LAMOTT HOW MUCH WILL SAVING AN EXTRA $1K EACH YEAR HELP YOU? Did you ever wonder what might...

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December 2021

Monthly News and Information for Current and Future RetireesPresented by Ftacek Financial Services, Inc. - DECEMBER 2021 QUOTE OF THE MONTH “Often when you think you're at the end of something, you're at the beginning of something else.” FRED ROGERS WHEN YOU ARE...

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November 2021

Monthly News and Information for Current and Future Retirees Presented by Ftacek Financial Services, Inc. - NOVEMBER 2021 QUOTE OF THE MONTH “The possible’s slow fuse is lit by the imagination.” EMILY DICKINSON IF THE SECURE ACT 2.0 BECOMES LAW, WHAT CHANGES? When the...

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Articles

Retirement Limits – 2022

The IRS has recently updated retirement plan contribution limits. Please pass these along to your plan participants, family, and friends so all may take advantage of these possible increased savings. If you have any questions about how these changes may impact your...

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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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