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...
sustainable investing Tag
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,...
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...
21 Apr Earth Day 2022
April 22nd is Earth Day! The first Earth Day on April 22, 1970, activated 20 million Americans from all walks of life and is widely credited with launching the modern environmental...
20 Apr Conscious Wealth Planning Event
Join us for a stimulating conversation about sustainable investing and directing and engaging with your money from a place of purpose and value. I'm excited to be speaking with Françoise Everett...