Need help choosing an annuity? Contact Alloy Investment Management. With so many investment options to choose from, it’s no surprise if you’re feeling overwhelmed. First, we can evaluate your investment portfolio to ensure it reflects your goals and...
Watch your mail because you may receive a surprise check from the IRS! Payments of $1400 have been issued to 1 million taxpayers who did not claim the Recovery Rebate Credit due to them on their 2021 returns. There is no action to take to become one of the...
Parenting is a tough job that doesn’t end once they turn 18. A parent never stops worrying about their child’s mental and physical well-being, and most want their children to be financially better off than they were. Preventing student loan debt is a great way to help...
Are you a leader or a follower? There’s no wrong answer to the question. Leaders are people who enjoy new challenges and embrace change. They step-up to offer solutions to problems and enjoy the added responsibilities that come with leading a team. Followers prefer...
Many people delay estate planning because the thought of it makes them feel uncomfortable. If this is you, think of estate planning as a gift for your family then getting an estate plan will become something you want to do rather than something you know you should do....
If you were expecting tax-free Social Security benefits to begin this year, prepare to be disappointed. Millions of retirees will agree that having to pay taxes in retirement isn’t fair. To add salt to the wound, originally, benefits were not taxable. Taxes on...
