Estate planning is a crucial aspect of financial planning for individuals of all ages and income levels. Having the right estate planning documents in place ensures that your assets are distributed according to your wishes, and your loved ones are protected in case of unexpected events. In this blog post,
Estate planning is a crucial aspect of financial planning for individuals of all ages and income levels. Having the right estate planning documents in place ensures that your assets are distributed according to your wishes, and your loved ones are protected in case of unexpected events. In this blog post,
Create an Online Social Security Account at SSA.gov This step becomes more important as you approach age 62 (the earliest age you can claim social security) and is critical if you are over that age.
All of our clients have heard this talk and many of them have heard it several times. This chart is from the JP Morgan Guide to the Markets and we’re going to pull two lessons
This is a little sample from the Finance 101 meetings that we do with our client’s children. Young adults need to learn about money and investing – this story is about the time value of
What is the Section 179 Deduction? The Section 179 deduction is a tax deduction made available to business owners that purchase certain types of business property. These purchases include vehicles for business use, equipment, office
What is Qualified Business Income? The qualified business income (or QBI) tax deduction allows eligible business owners to deduct up to 20 percent of their qualifying business income from their income taxes. To qualify, total
The First Step It was September of 2011 and I tipped the scales, didn’t like what I saw and decided it was time for a change – 282 pounds. I had decided I wanted to
As I write this post, it is the second round of the 2023 NCAA tournament. I proudly boast a near perfect bracket – having selected the winner of 29 of the first 32 games correctly.
When it comes to making 401(k) contributions there are two sets of limits that an individual must be aware of – the first being the maximum deferral limit and the second being the total contribution
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