About Janae - BPetersonDesign

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So far Janae - BPetersonDesign has created 17 blog entries.

9 Tax Facts and Tips to Save You Money

2020-12-14T09:55:28-07:00

Tax brackets and tax rates have changed. Every year, the tax brackets for taxable income are adjusted based on the rate of inflation. Table 1 illustrates your marginal tax bracket based on taxable income.Table 1: Tax brackets for 2020 The increased standard deduction has simplified ...

9 Tax Facts and Tips to Save You Money2020-12-14T09:55:28-07:00

9 Smart Planning Moves to Consider at Year-End

2020-12-14T09:30:59-07:00

1. Review Your Income or Portfolio Strategy Are you reaching a milestone in your life such as retirement or a change in your personal circumstances? Has your tolerance for taking risk changed? We experienced historic volatility this year. The broad-based S&P 500 Index lost over ...

9 Smart Planning Moves to Consider at Year-End2020-12-14T09:30:59-07:00

2020 Economic & Market Update + What the Election Means for Your Finances

2020-11-05T13:48:19-07:00

Are you worried about what the election means for your finances?Wondering when the economy will recover?Hoping your finances are prepared?Tune in to our webinar to hear our fiduciary advisors discuss the answers to these questions. Daniel reviewed what occurred in the economy and ...

2020 Economic & Market Update + What the Election Means for Your Finances2020-11-05T13:48:19-07:00

6 Steps That Put You on the Path to a Successful Retirement

2020-10-17T03:57:14-06:00

Achieving your financial goals doesn’t just happen by itself. It takes a plan, implementing the plan, adhering to the plan, and when necessary, adjusting the plan. Simply put, failing to plan is planning to fail. Don’t plan to fail! Nearly everyone will receive Social Security, but ...

6 Steps That Put You on the Path to a Successful Retirement2020-10-17T03:57:14-06:00

Why the Volatility in the Stock Market?

2020-09-10T12:42:23-06:00

By Daniel Carnes   Investment analyst, financial adviser Warren Buffet has a saying, “predicting rain doesn’t count, building an ark does.” In the investing world we call this the Noah Rule. Since the 35% drop in the S&P 500 index in February/March of this year, our attitude towards the market fundamentals ...

Why the Volatility in the Stock Market?2020-09-10T12:42:23-06:00

Advice for College Students

2020-09-10T12:41:35-06:00

Here is some advice that you may want to share with your college-bound kids/grandkids or those already in school. Or you can share with your friends/family who have kids in school. For most incoming students, the freshman year begins in late August or early September. ...

Advice for College Students2020-09-10T12:41:35-06:00