Author: Kurt Leeney
Author
RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan ... Read more.
One Third of Americans Feel Financially Insecure
It’s no secret that financial insecurity is a growing concern among Americans, with a significant number feeling the weight of economic pressures. The fin... Read more.
Remote Workers Beware: Double Income Taxation Looms
Remote workers may face the unexpected burden of double income taxation based on their work location. This issue arises when employees work remotely from a stat... Read more.
The Politics of Housing: The Polarization of Renting Versus Owning
The debate between renting and owning a home has long been a contentious issue in the realm of housing politics. The divide between those who advocate for renti... Read more.
Why Are U.S. Workers Struggling to Change Jobs?
In 2022, the term “The Great Resignation” gained significant attention as a large number of employees made the bold decision to quit their jobs and ... Read more.
Young Investors Tend to Ditch Parents’ Advisors and Opt for their Own
The financial landscape is evolving, and so are the goals and preferences of young investors. According to a recent report by Cerulli Associates, it is evident ... Read more.
Consider a Donor-Advised Fund (DAF) for Charitable Giving
If you’re looking for a simple, flexible, and tax-advantageous way to support your favorite charities, a donor-advised fund (DAF) may be the perfect solut... Read more.
Considerations for Handling Large Tax Debt
In the wake of the global financial crisis, there has been a significant increase in the number of high-net-worth individuals facing challenges in meeting their... Read more.
Don’t Forget Your Healthcare Spending Accounts and Retirement Accounts When Changing Jobs
When embarking on a new job, it is crucial to plan ahead and ensure a smooth transition in managing your finances. One important aspect to consider is proactive... Read more.
Market Update | Year Ahead 2024 – Twin Peaks
One of the most perplexing aspects of the markets is their ability to make you feel – how shall we say this – less than smart. Just when you think t... Read more.