The Advisory Firm, LLC

what's ahead for the markets? Thoughts on this:

Is he lurking? The last blog post on October 26th discussed how sentiment was so gloomy that a market turn was a high probability, and one day later we bottomed and proceeded to rally 15%+ through year end. After a strong finish to the year, now what? Sentiment has always played a big role in the

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https://theadvisoryfirm.net/want-to-earn-7-12-on-your-cash/

Want to earn 7.12% on your cash? That title may sound like a teaser in this low interest rate world, but there is a way to earn a good interest rate on excess cash right now: I bonds Do you remember the old US Savings Bonds we all used to buy? They've revamped the process and it's mostly electronic now through TreasuryDirect.gov. S...

Make sure those charitable donations don't get disqualified:

Charitable Donation Rules - What you need to know for tax time We are nearing the end of the tax year and it's time for your last minute charitable donations. If you are planning on taking a charitable deduction via Schedule A and wanting to donate property "non-cash" items, here are the rules: The organization receiving your donation must be qualified: religio...

Considering selling your investment property? Know the rules for a 1031 tax free exchange.

Tax Free Exchange of your Rental Property? Are you thinking of selling an investment property (rental) but don't want to pay taxes on your gains? With the rise in property values a lot of folks are thinking about selling and a 1031 tax free exchange may be something for you to consider. The 1031 is the tax code that allows you to

ACT FAST! Re-evaluate Your Coverage By Dec 7th. Could you save thousands on unexpected medical bills?

Deadline Fast Approaching - Decide By Dec. 7th. Act now! Compare plans and potentially save money!

Hurry! You Only Have Until Dec 7th. Could you save? You only have a short time to find out.

Are you at risk of these investing extremes? Emotional extremes can derail investment goals. Is your future at risk? Take our personality quiz to find out.

Medicare? Time-Sensitive Decisions by Dec. 7 There's a short window where you could save money.

Can we guess your investing personality in just 7 questions? You might think your personality doesn't affect your investments, but you might be putting yourself at risk of investing extremes. Take the quiz to learn more.

Good article as we move into tax season:

Tax Fraud Is Widespread, But You Can Fight Back | Investor's Business Daily Tax fraud against taxpayers is widespread. And it costs taxpayers a bundle. Here are some of the worst scams and tips for protecting yourself.