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Hurricane Preparedness

      Did you know hurricanes can strike far beyond the coast? When a hurricane moves inland, they’re called tropical storms, and they can be just as destructive.   Whatever they’re called when they hit, these storms can cause serious injury and extensive property damage. Hurricane season in the U.S. is June 1-November 30,… Continue reading Hurricane Preparedness

The Types of Income the IRS Doesn’t Tax

      This month, my newsletter explores the following topics: The types of income the IRS doesn’t tax Differences between 403(b) and 401(k) accounts Use trusts for estate planning to avoid probate Home prices outpace income growth after fourteen months   Economic and political realities continue to color decision-making as people question how to… Continue reading The Types of Income the IRS Doesn’t Tax

Key IRS Tax Changes for This Tax Season

      This month, my newsletter explores the following topics: Key IRS tax changes for this tax season Housing market predictions for 2024 to 2028 Required retirement savings to live in US states Is supplemental insurance necessary with Medicare?   Factors as diverse as AI, geopolitical risk, and domestic policies influence financial strategies and… Continue reading Key IRS Tax Changes for This Tax Season

The Best Financial Moves to Make

      This month, my newsletter explores the following topics: Five 2024 policy shifts that can affect retirement savings What to know about 2024 tax filing season Five best financial moves to make in 2024 Expectations for buying a house in 2024   Financial decisions are being influenced by more factors than ever, many… Continue reading The Best Financial Moves to Make

Medicare Part D Premiums on the Rise

      This month, my newsletter explores the following topics: We’re saving too much for retirement 2024 Medicare Part D prescription drug premiums increase Mortgage rates drop to lowest levels since August Retirement savings hack high earners must know about   2024 promises to be a year characterized by change driven by global and… Continue reading Medicare Part D Premiums on the Rise

2024 Retirement Contribution Limits

      This month, my newsletter explores the following topics: SECURE 2.0 changes in retirement savings for 2024 Investment advice might shift in 401(k)-to-IRA rollovers Income requirements to afford homes in 97 cities IRS announces 2024 retirement account contribution limits   The end of the year is upon us. While there are only a… Continue reading 2024 Retirement Contribution Limits

Five Practical Ways to Enhance Savings

      This month, my newsletter explores the following topics: Three biggest retirement plan rollover mistakes to avoid Five economy-proof strategies to save money Four things every inherited IRA beneficiary should know Steps to manage medical bills and minimize debt   While time is short, we can still ensure your finances are well-positioned for… Continue reading Five Practical Ways to Enhance Savings

Social Security Milestone

      This month, my newsletter explores the following topics: ‘Laddering’ CDs to earn the most on savings How can you benefit from charitable gift annuities? Three things to know about your retirement benefits Limiting the estate-planning fallout from family estrangement   There’s still time to make the most of your finances – and… Continue reading Social Security Milestone

Housing Market Myths

      This month, my newsletter explores the following topics: Retirement’s longer lifespans and changing needs Four housing market myths hurting buyers and sellers Big retirement account changes you haven’t heard about The ten-year rule for inherited IRAs   Fall reminds us that year-end is not that far off. Please contact me if you’d… Continue reading Housing Market Myths

Will vs. Living Trust

      This month, my newsletter explores the following topics: Five signs you’re well prepared for retirement​​ What recent inflation reports mean for your money Best way to pass inheritance to your family IRS warns of new tax refund scam   As we approach the fall season, it’s the perfect time to review your… Continue reading Will vs. Living Trust

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