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… you currently invest in a taxable account, it may be time to rethink your retirement strategy. Research suggests … taxable accounts lose approximately 1% in return each year to taxes – often referred to as “tax drag”. Even tax … 1% to taxes, the difference is about $100 the first year. However, that 1% difference on a single $10,000 investment …
… by verifying these four things before closing. Preparing to build your dream home can be an exciting, and sometimes intimidating, experience. Finding a lot to build on is a critical step in the process. You should … and verify that the lot is buildable by all existing standards.   Bonus: Ask about what the land has been …
… Policy January 19, 2021 The following piece is not intended to be a political commentary, nor an endorsement of either … tax rates, reduce the federal estate tax exemption and standard deduction, and eliminate the deduction limit on … Biden’s proposals will be considered and put to a vote. However, those who fear that all of the proposals will …
…   For small businesses, December is a great time to set goals for 2025 that can drive growth, increase … efficiency, and safeguard operations. Owners and operators may be wearing numerous (or all!) hats in your … against fraud and cyber threats. Find out more about how Cape Cod 5 can assist your business with fraud …
… Economic Review: Cautiously Optimistic 2023 gave investors myriad reasons to rejoice after the abysmal performance …   Source: Goldman Sachs GIR With inflation rates showing consistent declines, the Federal Reserve’s rate … mid-October to end the year at 3.87% on December 29, 2023. Credit spreads narrowed, which indicate a positive outlook …
… on Wednesday, January 16, 2019. At the event, 89 awards totaling $39,956 were presented to teachers from 44 schools in the region to fund … from all grade levels in the communities served by the Bank are eligible for the award and submit their …
… Confidence As IRA contribution season approaches, it’s time to focus on building your retirement savings while … tax-deductible, reducing your taxable income for the year. However, withdrawals in retirement are taxed as ordinary … options for full FDIC insurance on your deposits above the standard limit so that you can feel secure with your funds. …
… Outlook, New Medicare Advantage Plan?   If you’ve resolved to take better care of yourself in 2023 and you are enrolled … Advantage Open Enrollment Period is your opportunity to reassess whether your health insurance matches your … provided by Medicare Supplement or Medigap Plans are standardized, i.e. a specific plan will offer specific …
… 18, the S&P 500 reached a new all-time high, managing to rally from a pandemic-induced sudden and severe bear … Equities September was a difficult month for stocks; however, the quarter was quite good with the S&P 500 … growth and relations with China are top priorities. How these issues are handled will influence market …
… 500 reached an all-time peak of 4,797 on January 3rd; many stock valuations climbed well above historical levels and … majority would return to the House and Senate in November. However, Senate Democrats improved their numerical majority, … in the final two months of the year. The European Central Bank responded to inflation with four rate increases in 2022 …
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