Americans are woefully unprepared for retirement. According to a recent survey by Clever Real Estate, retirees lost 10% of their savings in 2022, ending the year with an average retirement savings of $170,726. Not only that, but the latest Census […]
They say only two things are certain in this world — death and taxes. I might amend that list to add a third item: tax law changes. A slew of changes have occurred recently, and although they’re not all bad, […]
Set yourself up for financial success in 2023. Spend the last month of 2022 reviewing what went well for you financially and what can be done better in the coming year.
Here’s my eight-item, year-end essential financial checklist
I don’t think anyone would argue that the last three tax years have been bizarre, to say the least. From Pandemic-driven extensions to the tax filing date to stimulus payments, the American Rescue Plan, student loan forgiveness, IRS staffing shortages […]
The Inflation Reduction Act was signed by President Biden on August 16, 2022, officially making it a law. Although there are numerous aspects to the law, the main provisions that are likely to directly affect our clients are: A reduction […]
Tax credits and savings plans could help with the high cost of college. As workers are changing jobs at a record pace and considering new careers, many are deciding to return to college to prepare for their next move. Meanwhile, […]
Schedule your tax planning session now, and reap the benefits later. “A goal without a plan is just a wish,” wrote Antoine de Saint-Exupéry. However, when it comes to our taxes — particularly for self-employed individuals — we’re often left […]
Tips for saving more money and watching it grow. Lately, it seems we’re constantly bombarded with terrible news, from ongoing public health concerns to the war in Ukraine, and, of course, inflation. Fortunately, many of us saved record amounts of […]
