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As we wrap up another year, let’s look ahead to the first half of 2023. Here is a short list of some important upcoming dates to watch for. January 1stThe first of the year is when cost-of-living increases are effective for Social...Read More
As we approach the end of another year, a year that has been challenging on many fronts, we thought it would be helpful to provide a list of opportunities that could end 2022 on a positive note.Roth IRA Conversions: When market values...Read More
The Social Security Administration has announced the Cost of Living Adjustment (COLA) for 2023. Based on the Consumer Price Index (CPI-W) from the third quarter of 2021 through the third quarter of 2022, recipients of Social Security...Read More
With the significant increase in property values in many areas of the U.S., if you own a home, now may be a good time to review your homeowner’s insurance policy. Why? Well first off, one in twenty insured homes has a claim each year,...Read More
This is first part of an updated series on Digital Assets, which we hope will be helpful as the things we purchase and memories we store are more and more intertwined with technology.Part I: What is a Digital Asset, and Why Should I...Read More
Depending on your tax situation, your investment and tax advisors may have suggested looking at converting some of your Traditional IRA assets to a Roth IRA. Potential benefits of a Roth conversion include tax-free growth and no...Read More
As we approach the end of each year, giving is often our minds. However, with close to 90% of US taxpayers now taking the standard deduction on their tax return, is there still also a financial incentive to give to charity? Good news:...Read More
Each January many people reflect on the past year and set new goals for the next 12 months and beyond. When it comes to retirement, a “bucket list” is a common reference to checking off a list of activities in which you want to...Read More