Recovery Rebates Americans with income under $75,000 if filing single or $150,000 if married filing jointly will receive $1,200 and $2,400 respectively with an additional $500 for children under age 17. There is a phaseout for incomes above the thresholds. Determination of eligibility will be made based upon your most recent tax return filed, …
dexter financial advisor
What Bear Markets Have Taught Me
Mama said there’d be days like this, and I do feel fortunate to have seen a few of them. We officially entered bear market territory today following the coronavirus pandemic and related economic circumstances. Notably, this is the third bear market of my 21-year financial services career. As I collected my thoughts and talking points …
Coronavirus Correction: What Investors Need to Know
Coronavirus concerns have ended the 11-year bull market. This 20-minute video covers what we know right now about the market with actionable steps for response. The information contained in this video is as of 3/10/2020. On March 9, the US stock market as measured by the S&P 500 experienced its 7th worst market trading day …
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Overcoming Financial Anxiety: Webinar Recap
Melissa Joy recently sat down with Lindsay Bryan-Podvin, MSW to discuss the emerging field of financial therapy. Lindsay is the state of Michigan’s first financial therapist. In addition to her practice helping high-earning couples, especially those with breadwinner women, in two to one therapy, Lindsay is publishing a book on financial anxiety (Financial Anxiety Solution: …
Why the New Little Women Offers Great Financial Lessons for Your Daughters
Yesterday, on New Year’s Day, my six-year-old daughter, Josie, told me her New Year’s Resolution: to have a summer lemonade stand. “I’m going to make my family rich,” she said. As a financial planner, we talk about money relatively openly in my house. And recently, I’ve heard Josie start to explore the concept of wealth, …
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New Year, New You— Maybe Not?
In 2020 we’re entering not only a new year but a new decade. It’s the perfect time to hit the reset button and change old habits that haven’t been serving you well. I can’t count how many times I’ve made the New Year’s resolution to lose weight only to give up by mid-February. While reflecting …