Insights
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 or do some charitable giving, a donor-advised fund [...]
Read more Consider a Donor-Advised Fund (DAF) for Charitable Giving
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 Considerations for Handling Large Tax Debt
Medicare 2024: Steep Hikes in Prescription Premiums Coming
The rising cost of prescription drugs in the United States has become a significant concern, particularly for seniors regarding Medicare 2024. Compared to other [...]
Read more Medicare 2024: Steep Hikes in Prescription Premiums Coming
Fall 2023: Uncharted Territory
Leave the Past Behind One of the most tempting mental undertakings to find yourself doing during times of great market uncertainty is to look back at history for [...]
Read more Fall 2023: Uncharted Territory
Understanding Changes in Medicare for 2024 – Telehealth & Cost
In 2024, Medicare is set to undergo significant changes that will have a profound impact on America’s seniors. From tax hikes for high earners to expanded [...]
Read more Understanding Changes in Medicare for 2024 – Telehealth & Cost
The New Rules Minimum Distributions from Retirement Accounts
RMD (Retirement) Rules are Changing Recent changes in legislation have brought about new rules and complexities when it comes to withdrawals in retirement [...]
Read more The New Rules Minimum Distributions from Retirement Accounts
Tips for Early Success in Your New Job
Undoubtedly, the experience of the first month in a new job is often nerve-wracking. There is so much happening around a new hire, and there are abbreviations to [...]
Read more Tips for Early Success in Your New Job
Social Security Benefits Set to Rise 3.2% in 2024
Based on the latest Consumer Price Index (CPI) data, it has been estimated by the Senior Citizens League that the Cost–of–Living–Adjustment [...]
Read more Social Security Benefits Set to Rise 3.2% in 2024
Market Update: It’s Lonely Out There
Hope everyone is having a great summer so far. The typical summer slowdown does not seem to be in effect for us. We are quite busy, but good busy, and for that we [...]
Read more Market Update: It’s Lonely Out There
Optimizing Your Social Security
With the looming threat of Social Security benefits being cut by 27% in a decade, it is now more important than ever to ensure you maximize your Social Security [...]
Read more Optimizing Your Social Security
Recent posts
-
Market Update October 2024: Shine On
October 1, 2024 -
Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
September 27, 2024 -
Consumer Confidence Falls Most In Three Years On Labor Views
September 20, 2024 -
Research Proves “You Can Never Have Too Much Money”
September 13, 2024 -
60% Of Workers Will Delay Retirement For Lack Of Assets
September 6, 2024 -
When Pensions Reduce Social Security Benefits
August 17, 2024
