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Financial Planning
Smart Holiday Budgeting for Retirees in 2023
As 2023's holiday season approaches, retirees relying on Social Security and other fixed incomes face the challenge of managing their holiday...
Financial Planning
Private Annuity: Estate Freeze Technique
Private Annuity: Estate Freeze Technique
Financial Planning
SECURE 2.0 Adds New Early Withdrawal Exceptions
Learn about the new 72(t) exceptions added to the SECURE 2.0 Act, which can exempt early retirement account withdrawals from the 10% federal income...
Financial Planning
U.S. Supreme Court Blocks Student Loan Cancellation, Payments to Resume
Three important developments occurred recently in the world of federal student loans: the U.S. Supreme Court blocked an executive order offering...
Financial Planning
Market Month: July 2023
Stocks closed higher in July, with each of the benchmark indexes listed here posting notable gains. Both the stock market in particular, and the...
Financial Planning
Why Are We Facing a Government Shutdown? And What Happens if We Have One?
As September comes to a close, the U.S. government seems headed for a shutdown, which would begin on October 1. Although it is possible that a...
Financial Planning
Claiming the Home Energy Audit Tax Credit
When considering making energy-saving home improvements, it may be helpful to have a home energy audit done. Fortunately, there is a federal income...
Financial Planning
Market Month: August 2023
August proved to be a tough month for stocks, with each of the benchmark indexes listed here ending the month notably lower. Investors tried to...