There’s been a lot of talk lately about what awaits us in 2024 — a recession? More or less inflation? A hold on interest rates? A tax increase? A new president? There’s a lot of uncertainty right now, especially because […]
Learn about the tax benefits of this property-swap tax loophole for investors. Real estate is a sound investment for a few reasons. Real estate tends to increase in value over time, and owning a property that you operate as a […]
Understanding Taxes on Incentive Stock Options Direct income is frequently the first consideration we have when a job offer presents itself. But there are other kinds of compensation that an employer can offer that also are valuable and could even […]
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 […]
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
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, […]
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 […]
