It’s never too early to start saving for your retirement – but it can be too late. Find out why you need to start saving for your retirement now in this video
IRS Releases 2023 Key Numbers for Health Savings Accounts
The IRS has released the 2023 key tax numbers for health savings accounts (HSAs) and high-deductible health plans (HDHPs). The IRS has released the 2023 contribution limits for health savings…
The Health of Social Security: Some Good News and Some Bad News
The Health of Social Security: Some Good News and Some Bad News With approximately 94% of American workers covered by Social Security and 65 million people currently receiving benefits, keeping…
4 Questions If You’re Thinking About Retiring to Punta Gorda
4 questions to ask if you’re thinking about retiring to Punta Gorda Is Punta Gorda a good place to retire? If retirement is on your mind, Realtor.com recently ranked Punta…
How Grandparents Can Help Grandchildren with College Costs
Paying the college Tuition payments made directly to a college aren’t considered taxable gifts, no matter how large the payment. But this is true only for tuition, not room and…
What Should You Do as Markets Flirt with Bears?
The standard definition of a bear market is when major U.S. stock indices, such as the S&P 500, drop by 20% or more from their peak. And 5+ months into…
Managing Bond Risks When Interest Rates Rise
After dropping the benchmark federal funds rate to a rock-bottom range of 0%–0.25% early in the pandemic, the Federal Open Market Committee has begun raising the rate toward more typical…
There’s Still Time to Contribute to an IRA for 2021
Making a last-minute contribution to an IRA may help you reduce your 2021 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had…
5 Reasons to Consult a Financial Planner on New Tax Legislation
5 Reasons to Consult a Financial Planner on New Tax Legislation The new tax legislation proposed will undoubtedly impact the tax responsibilities of those…
INFOGRAPHIC: 5 Facts about Retirement Savings
In general, workers seem to begin preparing for retirement almost as soon as they get their first job. However, according to the 2021 Retirement Confidence Survey by the Employee Benefit…
Five Financial Mistakes You Should Avoid
These simple steps might save you a great deal of money and heartache We all make mistakes, and through them, we learn. But when it comes to finances, it is…