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From the Desk of Todd Wike

From the Desk of Todd Wike

Just as it looked like we were all ready for the “Grand Reopening” as Covid numbers improved, we’re hit with higher inflation, exploding oil and commodity prices, worrisome geopolitical tensions, and now the Fed hiking interest rates 25 basis points. We all knew an...
Deep clean your portfolio this spring

Deep clean your portfolio this spring

Mark your calendar with important market deadlines and closures. Refresh your portfolio this spring by reviewing your expenses and checking your credit report.   Spring 2022 market closures Apr. 15: Good Friday May 30: Memorial Day Dates to remember April 18: Tax...
How a dollar can add up to more when it comes to taxes

How a dollar can add up to more when it comes to taxes

One measly dollar can have more impact than you’d think—especially during tax season. Not only can an extra dollar of income push you into the next highest tax bracket (thankfully, with a progressive tax system, only those excess dollars will be subject to the higher...
Achieving a better life experience

Achieving a better life experience

Key Takeaways   The ABLE Act creates state-sponsored, tax-free savings accounts for disability-related expenses. The state-sponsored programs enable individuals with disabilities, as defined under IRC Section 529A, to save without affecting their eligibility for...
Ham and cheese sliders

Ham and cheese sliders

Enjoy this comfort-food recipe for tailgating, parties, or an after-school snack. Ingredients one 12-count package Hawaiian sweet rolls, sliced in half (see directions for more details)  3/4 pound cooked deli ham, thinly sliced  3/4 pound Swiss cheese, thinly sliced...