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Blog

Conducting Your Mid-Year Financial Checkup

Submitted by Parker Financial Group on July 9th, 2021

Conducting Your Mid-Year Financial Checkup

The midpoint of the year is a great time to review your financial position.

Provided by Madison Parker

With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021.

Tags:
  • taxes, budget, checkup, credit score, tax credit, financial checkup
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A COLA With Your Social Security?

Submitted by Parker Financial Group on June 10th, 2021

 

Tags:
  • Social Security, COLA, Cost of Living, benefits, retire, income
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Investor Sentiment Is Shifting

Submitted by Parker Financial Group on May 3rd, 2021

Investor Sentiment Is Shifting
This year, markets have experienced an odd phenomenon.

Provided by Madison Parker

A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1 

Tags:
  • Markets, Investment, Investor, Volatility, pandemic, uncertainty
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Guarding Against Identity Theft

Submitted by Parker Financial Group on April 5th, 2021

Guarding Against Identity Theft

Take steps so criminals won’t take vital information from you.

Provided by Madison Parker

America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focu

Tags:
  • fraud, hackers, hacking, ID, I.D., credit, card, debit, cards, security, safety, identity theft
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Will Updated I.R.S. Tables Create an Opportunity for Retirees? Life expectancy table updated for the first time since 2002.

Submitted by Parker Financial Group on March 2nd, 2021

Will Updated I.R.S. Tables Create an Opportunity for Retirees?
Life expectancy table updated for the first time since 2002.

Provided by Madison Parker

If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. 

Tags:
  • retire, retirement, retiring, update, updates, Internal Revenue Service, life expectancy, plan
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1099 Forms Explaining the many types of 1099 forms and their uses.

Submitted by Parker Financial Group on February 8th, 2021

1099 Forms

Tags:
  • tax, taxes, taxation, CPAs, form, IRS, 1099
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Building a Healthy Financial Foundation

Submitted by Parker Financial Group on January 13th, 2021

Building a Healthy Financial Foundation
How many pieces do you have in place?

Provided by Madison Parker

When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? 

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Speed Bumps & Headlines

Submitted by Parker Financial Group on December 7th, 2020

Speed Bumps & Headlines

Tags:
  • financial strategy
  • Investing
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End-of-the-Year Money Moves

Submitted by Parker Financial Group on November 6th, 2020

End-of-the-Year Money Moves

Tags:
  • deductions
  • gifting
  • New job
  • retirement plan contributions
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How Much Do You Really Know About Extended Care?

Submitted by Parker Financial Group on October 15th, 2020

How Much Do You Really Know About Extended Care?

Separating some eldercare facts from eldercare myths.

Provided by Madison Parker

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  • 2022, COVID, Federal Reserve, Taxes (1)
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Rodger Parker is a registered non-solicitor of, and Madison Parker investment advisor representative of, and advisory services are offered through USA Financial Securities Corp. A Registered Investment Advisor located at 6020 E Fulton St., Ada, MI 49301. Parker Financial Group is not affiliated with USA Financial Securities. 

Madison Parker is authorized to transact investment advisor services only in states where she is properly registered. For investment advisory services these states include: Madison - AZ;CT;KS;MO;NM;OR;TX;WI.. Additionally, clients who are not residents of these states cannot be serviced.

This website is not intended to provide investment, legal, or tax advice, no to effect securities transactions or to render personal advice for compensation.

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