01 Apr Do you know if your retirement is at risk?
An analysis of data from the Federal Reserve Survey of Consumer Finances found that 47% of U.S. households were at risk of not having adequate retirement income, but only 19% were aware...
socially responsible investing Tag
19 Mar Active or Inactive?
Is your asset active or inactive? An active asset generates revenue, such as my client's Airbnb property. Conversely, an inactive asset does not generate income and may even incur expenses, like...
18 Mar How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground, and money arguments frequently erupt. But you can learn to work with — and even...
18 Mar Trailblazers: Women Who Made Financial History
March is Women's History Month. What better time to reflect on the contribution women have made to the field of finance? What follows are the stories of just five of...
15 Feb Love Your Money Tips
If you’re not into the Valentine’s hoopla, you can still use the day to love-on something you care about. Your dog, garden, family. And… what about your money!? Some tips to...
10 Feb 2024 Key Numbers-Investment Planning
Maximum tax on long-term capital gains and qualified dividends Unearned income Medicare contribution tax ("net investment income tax") This information was developed by Broadridge, an independent third party. It is general in...
09 Feb 2024 Key Numbers – Retirement Planning
2024 and 2023 contribution rates for employer and individual retirement accounts, including income phase-outs for IRA deductions and ROTH IRA contributions. Employee/individual contribution limits 1 Must aggregate employee contributions to all 401(k), 403(b),...
01 Feb 2024 Key Numbers-Protection Planning
2024 and 2023 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: Per diem limit: Archer Medical...
02 Jan Then and Now: From 2003 to 2023
In 2003, the U.S. was emerging from the dot-com recession, unemployment rates were peaking during a jobless recovery, and online shopping was becoming more popular. Twenty years have passed, and...
01 Jan Retirement Plan Limits for 2024
[caption id="attachment_19120" align="alignleft" width="170"] Retirement savings limits are once again on the rise in 2024.[/caption] Many IRA and retirement plan limits are indexed for inflation each year. Several of these key...