by Kelly Petersen | Oct 17, 2024 | Financial Insight
With a Little Tax-Loss Harvesting and the Right Know-How, You Can Maximize Your Tax Refund in 2024. The isolated location. The mysterious stranger. That frightening, daunting, and suspenseful feeling. In October, taxes can feel a lot like a movie, but instead of the...
by Kelly Petersen | Oct 9, 2024 | Financial Insight
The Charles Dickens novel A Tale of Two Cities was set in which historical period: A. Spanish Inquisition B. French Revolution C. American Revolution D. Peloponnesian War E. Roman Empire See the answer below! “It was the best of times. It was the worst...
by Kelly Petersen | Sep 24, 2024 | Financial Insight
When was the last time the Fed cut interest rates? A. 1994 B. 2008 C. 2016 D. 2020 See the answer below! Last week, the Federal Reserve cut interest rates by 50-basis points. But why, what does it mean for you, and… what’s next? Read on to find out. Why? The...
by Kelly Petersen | Sep 12, 2024 | Financial Insight
Imagine your financial portfolio as a toolbox. Inside, you have a variety of tools, each designed to serve a specific purpose. You might have a hammer for construction, a screwdriver for repairs, and a wrench for tightening bolts. And to top it all off, you have your...
by Kelly Petersen | Sep 6, 2024 | Financial Insight
When was the first Labor Day? A. 1776 B. 1862 C. 1882 D. 1982 See the answer below! The first Labor Day was celebrated in New York City to honor the contributions of laborers across the five boroughs. It was a day to reflect and honor the men and women who...
by Kelly Petersen | Aug 29, 2024 | Financial Insight
In July, the IRS finalized the rules surrounding required minimum distributions (RMDs) for inherited IRAs. This is important for anyone who has (or who might in the future) inherit a retirement account, as it clarifies how and when you need to withdraw funds. Over the...
