Prism Advisory Group

09/16/2020

Millennials missed a decade of financial boom after 2008, and it may happen again. Check out the article to learn more!

The decade-long economic expansion that followed the financial crash did not benefit many younger Americans who remained in debt and unable to build emergency savings. Here we go again?

09/15/2020

You may already know that your payroll taxes help fund Medicare, which you’re generally eligible for at age 65. See the article to learn what your Medicare costs could look like in retirement!

Medicare generally only covers about two-thirds of the cost of health-care services for the program's 62.5 million or so beneficiaries, the majority of whom are age 65 or older.

09/14/2020

What is so magical about $68 trillion? It's the money that is projected to transfer from Baby Boomers to their heirs. Read the article to learn how we should protect the next generation from blowing our money!

Take these two steps to help ensure your legacy isn’t squandered.

09/11/2020

Concerned about your financial future? Prism Advisory is here to help! Call us today or visit our website for more information! https://bit.ly/2VonvqN

09/10/2020

Who's been hit with outrageous fees for cancelling a membership? Watch out for hidden fees!

09/09/2020

Saving money on a used car is about more than spending as little as possible on the car itself. You want to get a good deal. Check out the article to see how you can save!

Tips and techniques that can help you save money when shopping for a used car.

09/08/2020

If you missed a couple of tax credits when you rushed your 2019 tax return out the door in July, you might soon be able to amend it without leaving your living room. Check out the link to learn more!

The IRS said it would start taking 2019 amended returns this summer. Tax prep companies are starting to add this capability, with H&R Block making it available to its tax pros on Aug. 17.

09/07/2020

Jeff Bezos is said to have changed the environment for retail in America, but it looks like no one informed these 4 companies also doing retail in one form or another. Check out the article to see these companies!

Jeff Bezos is said to have changed the environment for retail in America since he founded Amazon in the late 90’s, but it looks like no one informed these 4 companies also doing retail in one form or another.

09/04/2020

Our service offerings include: planning, investing and protecting! Call us today or visit our website for a full description of the services we provide! https://bit.ly/2VonvqN

09/03/2020

Need money from your IRA? Lets talk about options to save you the 10% tax.

09/02/2020

Tax rules now let you borrow from family at ultra low interest rates. An overwhelming 71% of retirees said they would offer financial support to adult children due to Covid-19. Check out the article to see more!

No PPP loan? Historically-low IRS interest rates this August make intra-family loans a great tool for families to tide over a small business or finance a new home and help each other get through the Covid-19 pandemic.

09/01/2020

It’s always been a little tougher for self-employed borrowers to get home loans. Now mortgage lenders are hiking income verification standards for self-employed borrowers. Read the article to learn more!

The economic fallout from the coronavirus pandemic has left lenders looking for more ways to mitigate their risks. For self-employed workers, that means providing more documentation proving their income.