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,...
sustainable investing Tag
07 Mar International Women’s Day 2023
#EmbraceEquity #IWD2023 “The story of women’s struggle for equality belongs to no single feminist nor to any one organization but to the collective efforts of all who care about human rights”...
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...
21 Feb Federal Tax Filing Season Has Started
IRS started accepting returns: Monday, January 23, 2023 Filing deadline for most individuals: Tuesday, April 18, 2023 Monday, October 16, 2023, if you file for an automatic six-month extension by the original due date The...
13 Feb It’s Valentine’s Day, Give Your Money Some Love
Don’t buy into the Valentine’s Day hoopla? Redirect that love and take care of something close to your heart. Your house, your garden, your dog. And… what about your money!? Some...
01 Feb 2023 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...
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-Business Planning
2023 and 2022 numbers for small business tax credit for providing health-care coverage, updated mileage rate, earnings subject to FICA taxes and more...
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,...