What The Secure Act 2.0 Means For You
At the end of 2022, the Consolidated Appropriations Act was passed, which included a retirement bill known as SECURE Act 2.0. This law was built upon the original SECURE Act legislation passed in 2019.
Category: Taxes
How To Create a Charitable Giving Strategy
These days, requests for charitable donations are a year-round occurrence. Whether it’s giving money after a natural disaster, a request from your alma mater, or simply being asked whether you want to “round up” at the checkout line, there are endless opportunities to give.
Does a Roth Conversion Make Sense for Me?
As fall ends and winter begins, many people wonder what end of the year financial tasks and tax planning strategies they should be thinking about.
3 Reasons for Optimism Among Market & Economic Uncertainty
It’s no secret that this year has been full of market and economic uncertainty. Inflation, the Fed, geopolitics and more continue to be on most of our radars.
How To Take Advantage of New Energy-Efficient Tax Rebates and Incentives
As part of President Biden’s recently passed Inflation Reduction Act, homeowners have a great opportunity to make energy-efficient upgrades to their home while saving money in the process.
Five Ways to Uplevel Your End-of-Year Finances
Visit any Costco or Target (two of our favorites!) and you’ll see that fall is officially over and the holiday season is upon us. Not to despair, however. With a solid nine weeks left in 2021, now’s a great time to run through some important “to-do’s” and finish the year with your finances in good order.
Cryptocurrencies – Four Things To Know Before You Invest
Cryptocurrencies have made a lot of headlines recently, from minting overnight millionaires to Elon Musk’s tweets about bitcoin. Many people are left to wonder if — and how — they should be thinking about crypto.
Biden’s Tax Proposal: What Does It Mean For You?
On September 13th, Democrats on the House Ways and Means Committee released their highly anticipated, and speculated, proposed tax changes. It’s unclear how they will ultimately shake out, as Democrats need almost every vote they have to advance the changes. Regardless, the proposed measures are quite different from what many anticipated.
Did You Receive a Child Tax Credit in July? Here’s What You Need to Know
You may have noticed an unexpected deposit in your bank account (or check in your mailbox) last month from the Federal Government — the first installment of six advance Child Tax Credit payments to come. Congress increased the credit from its previous level of $2,000 per child to a maximum of $3,600 per child.