Category: Articles

Child Tax Credit

The American Rescue Plan, passed in 2021, increased the maximum child tax credit from $2,000 to $3,600 for children under 6 and from $2,000 to

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using a calculator and notebook to calculate retirement fund fees

Retirement Fund Fees Explained

Retirement fund fees are complex. Between administration, investment management, record-keeping, consulting, revenue sharing, sub-TA and 12b-1, it isn’t always clear to plan participants or plan

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Investors questioning what is the current PE ratio for the S&P

Is This Real Life?

If you have ever seen “David After Dentist” on YouTube, you will recall him asking “Is this real life?” after his trip to the dentist

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