15 Apr Why Do Workers Take Less Paid Time Off Than They Can?
In a 2023 survey, nearly nine out of 10 workers said it was extremely or very important to have a job that offers paid time off (PTO) for vacations, doctor...
sustainable investing Tag
08 Apr Are You Spending Money to Keep Stuff You Don’t Need
It's estimated that more than one in 10 Americans leases a storage unit. In June 2023, the nationwide prices charged by self-storage facilities averaged $165 per month, after rising 20%...
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...
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-Business Planning
2024 and 2023 numbers for small business tax credit for providing health-care coverage, updated mileage rate, earnings subject to FICA taxes and more...