Taylor Cass - Financial Consultant

03/22/2021

The future of healthcare stocks looks to be strong, according to several prominent portfolio managers who indicate confidence in the industry is driven primarily by the changing demographic, prospects for better and safer medicines, and society’s willingness to invest in the healthcare system.

The future of healthcare stocks is looking favorable—particularly those in the medical technology and biopharma categories—according to several prominent portfolio managers. Read on.

03/11/2021

If your company paused your 401(k) contributions — or you never had one — retirement can be tough to navigate alone. Consider these savings strategies to keep you on track.

More than 16% of large organizations suspended 401(k) matching, at least temporarily, due to the COVID-19 pandemic, according to the Plan Sponsor Council of America. If you've lost your match or you just never had one, the burden of retirement savings rests entirely on your shoulders. It's a difficu...

03/10/2021

Tax season can be tedious and overwhelming for any taxpayer. Luckily, if you're under a certain income threshold, you can access these easy ways to file for free.

Filing your tax returns may be one of the most tedious tasks that you have to take on during the year. But there's an IRS perk that can make the process more rewarding: Free tax filing software and services! The IRS has partnered with major tax filing companies to help you save hundreds of dollars a...

02/22/2021

When it comes to switching jobs, it isn't always about the salary. Here are other factors to consider before accepting a new position.

There are plenty of good reasons to switch jobs, and often, the decision to do so is financially motivated. In fact, in a study from ADP Research Institute, workers who switched jobs this year made 5.3% more than they did last year. But while it's common practice to move from one job to another in a...

02/21/2021

The 2021 Tax Facts At-a-Glance is an informative and practical summary of current income, and estate and gift tax rates. Also included are contribution limits for qualified plans and IRAs.

02/19/2021

Investing in the stock market during a financial downturn can be risky, especially if you're new to it. Before you take the leap, consider these tips for buying and trading stocks with diligence.

Contrary to popular belief, it's not that difficult to find and buy stocks. The difficult part comes when it's time to choose well-performing companies that have been winning on a consistent basis. This requires a special set of skills, the absence of which leaves you searching for stock tips, just....

02/19/2021

A stock market correction presents challenges—and also opportunity. But most importantly, don't panic.

The Dow Jones Industrial Average has seen two drops of more than 1,000 points in just a single week, taking the average down more than 10% from the all-time high it set in January and officially marking a stock market correction. While some investors are panicking over the market’s decline, smart...

02/19/2021

Check out LPL Market Signals Podcast "LPL Research Says It's Time for an Upgrade".

LPL Research analyzes the continued resiliency of the US economy and provides strong reasons for increasing the forecast for growth and corporate profits.

02/15/2021

With mortgage rates at record lows, it's a great time to become a homeowner. Here's how to ensure you're financially ready for the commitment.

Image source: Getty ImagesThere's a reason so many buyers are clamoring to purchase homes these days: Mortgage rates have fallen to record lows. If you buy in the near term, there's a good chance you'll lock in an extremely affordable monthly payment on the home you buy. Still, buying a home is a hu...

02/15/2021

Many Americans are wondering if their COVID-19 stimulus checks are subject to taxes. Here's what you should know before submitting your 2020 returns.

Over the past year, most Americans either have already received or are in line to receive a total of two COVID-19 stimulus checks. For those who were eligible, the first was worth up to $1,200 per adult and $500 per dependent, and the second was worth up to $600 for each adult and dependent. If you....

02/14/2021

Warmest wishes for a Happy Valentine’s Day!