We have an important announcement! William Steinert Mask CPAs has merged with the nationally recognized accounting firm of Carr, Riggs & Ingram, LLC (CRI)
Avoid These 4 Mid-Year Tax Mistakes Mid-year is the perfect time to check in on your tax strategy. However, it’s also when common mistakes tend to slip through the cracks. We often see clients run into issues like: Missing or underpaying estimated taxes Overlooking...
Fine-Tune Your Financial Strategy With WSM Now that the 2024 tax season is behind us, it’s the perfect time to shift our focus to what’s ahead. Whether you’re planning for business growth, managing investments or trying to stay on course with personal goals, a...
July was a great month in markets. The Dow rose to a 6.7% gain while the S&P 500 added 9.1% for the month. The Nasdaq Composite, while still in bear market territory, is up roughly 12.4%. Those were the biggest monthly gains for all three indexes since 2020. Are...
I am writing this a day early as we head into the July 4th weekend. I’d like to say I’m being proactive and giving everyone information before they begin to think about the holiday weekend. The truth is, I’m headed out for a long weekend and wanted to get this out...
After reviewing several midyear investment review documents from firms such as J.P. Morgan Asset Management, T. Rowe Price, Capital Group (American Funds), Morningstar, and others; I decided to summarize the common themes presented. The first ½ of 2021 global growth...
Nearly a third of Americans aged 55 and over have no retirement savings. This is very concerning given the fact that Americans are living longer. According to the CDC, life expectancy at birth in 1921 was 60.8 years. That has risen an average of 1 year for every 6...
