01 Feb SECURE 2.0 Act of 2022
Retirement Investors Get Another Boost from Washington Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and signed by President Biden December 30th, were several provisions...
financial planner Tag
10 Jan Money Purpose
Getting clear on your view of money’s purpose can be a useful filter when choosing between competing money uses. What makes you happy? What do you dream of? Is money...
10 Jan 2023 Key Numbers-Protection Planning
2023 and 2022 numbers for LTC premium deduction limits, per diem limits, health savings accounts, flexible spending accounts and archer medical accounts. Eligible long-term care premium deduction limits: LTC premium deduction limits 2022 2023 Age...
10 Jan 2023 Key Numbers-Individual Income Tax
Individual income tax numbers: adoption credit, savers credit, kiddie tax, alternative minimum tax, charitable deductions, child tax credit, earned income tax credit, classroom expenses, foreign earned nicome, medicare tax, nanny...
10 Jan 2023 Key Numbers-Retirement Planning
2023 and 2022 contribution rates for employer and individual retirement accounts, including income phase-outs for IRA deductions and ROTH IRA contributions. Employee/individual contribution limits Elective deferral limits 2022 2023 401(k) plans, 403(b) plans, 457(b) plans,...
22 Dec COP15 adopts a plan to protect 30% of land, water.
Good news for the planet with the adoption of a sweeping agreement at COP15. “The threat of a mass extinction of plant and animal species led 195 nations early Monday December...
05 Dec Organized books into Insight
“Accounting is a way to turn organized books into insight.” ~ Seth Godin I enjoyed this Seth Godin post, in particular points 2 and 4, below, which could equally apply to...
13 Aug Avoiding Probate
Probate is the process of proving the validity of a will and supervising the administration of an estate usually in the probate court. State law governs the proceedings in the...
12 Aug Should You Consider Tapping the Equity in Your Home?
With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a strategy many people consider, but...
12 Aug Preparing for a Natural Disaster
Most areas in the United States are susceptible to some form of natural disaster, whether it's a wildfire, tornado, hurricane, earthquake, or flood. A severe storm or other catastrophic event...