As the presidential race heats up, there is a common question on investors' minds: "How might the looming White House vote impact the markets?"
Some may wonder if they should tweak their portfolio or sit tight with the uncertainty ahead. It’s a difficult question to answer.
There are numerous financial deadlines throughout the year, and they can be difficult to keep track of. To simplify it we put together some of the most important deadlines that you should add to your calendar for 2024.
It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the match-ups, commercials, and Usher’s Big Game halftime show, you may not realize that a segment of viewers will be watching the game to glean clues about the potential direction of the financial markets. These investors are looking for a nonscientific phenomenon known as the “Big Game Indicator”.
The next month or so is the time to get your documents in order and make sure you have all the information you and your accountant will need to file taxes for 2023. I want to help you make the most of your opportunities and lower your taxes wherever possible.
What can you do now? We have put together a process that you can follow to assist your tax planning.
Medicare is the federal health insurance program for everyone age 65 and older in the United States. Generally, the different parts of Medicare exist to cover specific healthcare services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the federal government. It is sometimes called Traditional Medicare or Fee-for-Service (FFS) Medicare. Under Original Medicare, the government pays directly for the health care services you receive. You can see any doctor and hospital that takes Medicare anywhere in the country.
Social Security retirement benefits are often a major source of income for most Americans during retirement, so before you begin taking it, you should consider three important questions:
The answers may affect whether or not you make the most of this opportunity.
The Internal Revenue Service (IRS) has provided another update to the rules governing IRAs and qualified accounts. On July 14, 2023, the IRS issued Notice 2023-54 that announced the following:
Did the 2022 tax season leave you feeling blue? For many small business owners, the sting of their annual income tax return hasn’t worn off yet. Now is the perfect time to regroup and revamp your strategy for tax year 2023 and beyond.
For an 18-year-old, going to college is exciting, a little scary, and an important step towards becoming an independent adult. For a parent, sending their child to college is also exciting and a little bit scary, as well as bittersweet. You want your child to grow, learn, and succeed in this next stage of their life. To set them up for success, here are some things you should think about and do before sending your child off to college.
As a CERTIFIED FINANCIAL PLANNER™, I believe that staying informed about new legislation is essential to help my clients pursue their financial goals.
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