13 Mar 2023 Key Numbers
Links to all of the key numbers for your 2023 planning. Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions,...
retirement planning Tag
28 Feb When Should You Start Investing?
As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on their minds. Even so, they might want to...
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,...
25 Apr Smoothing Market Ups and Downs
After the wild ride of 2020, the U.S. stock market was relatively calm in 2021, but there was still plenty of volatility. There were 55 days when the S&P 500...
25 Apr Going Public: How Are Direct Listings Different from IPOs?
An initial public offering (IPO) is the first public sale of stock shares by a private company. IPOs are important to the financial markets because they help fuel the growth...
25 Apr The Health/Wealth Conundrum
For those who are healthy, the odds are in favor of a long retirement. And because women live longer than men, on average, they may face higher lifetime health care...
10 Apr Should You Speed Up Your Retirement Plans?
According to a March 2021 survey, an estimated 2.8 million Americans ages 55 and older decided to file for Social Security benefits earlier than they expected because of COVID-19. This...
10 Apr If You Drive but Don’t Own a Car, Consider Non-Owner Insurance
If you don't own a vehicle but regularly rent or borrow one, you might consider purchasing non-owner car insurance. This type of liability insurance provides coverage when you're driving a...
10 Apr Annuity Income: Annuitization vs. Lifetime Withdrawal
During your working years, you're accustomed to living on an income from your job. When you retire, the income from employment ends. Social Security provides a steady income, but it...
23 Feb 2022 Key Numbers
Links to all of the key numbers for your 2022 planning. Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions,...