Inflation Update February 2023

Inflation Update February 2023

Retirement Planning:  Securities Inflation Update February 2023 Joseph Maas, Synergy Asset Management CPI Components Before diving deeper into what CPI means beyond an increase (or decrease) in prices, it’s important to understand exactly what CPI tracks. The three...
9 Reasons Why This is Not 2008 All Over Again & Why a Big Correction in Home Values is Not Likely to Occur Soon

9 Reasons Why This is Not 2008 All Over Again & Why a Big Correction in Home Values is Not Likely to Occur Soon

SECURITIES With evidence of inflation all around us mortgage rates are, predictably, up.  Does this mean home prices will now decline?  I don’t think so and here are 9 reasons why. 9 Reasons Why This is Not 2008 All Over Again & Why a Big Correction in Home...
Tax Free Discount on Your Estate Tax Liability

Tax Free Discount on Your Estate Tax Liability

Estate Planning Tax Free Discount on Your Estate Tax Liability If you have or will have an estate tax liability . . . watch this short video to learn how you avoid IRS seizure and liquidation of your assets, while paying the minimum estate tax with a tax free...