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Charitable Giving Strategies

      This month, my newsletter explores the following topics: IRS delays new 1099-K reporting on payment apps Congress passes new retirement rules Five tax-smart charitable giving strategies for retirees Is 2023 finally the year for home-buying?   Volatility in the markets and the economy raises many questions. Please contact me if you would… Continue reading Charitable Giving Strategies

Monthly Savings Hacks

      This month, my newsletter explores the following topics: Five ways to tell we are in a recession How twelve types of retirement income get taxed Avoid these common mistakes to make money Save on monthly home costs with these hacks   As we start a new year, we prepare to make it… Continue reading Monthly Savings Hacks

Should You Refinance?

Allowance alimony getting bonus paid pay raise

      This month, my newsletter explores the following topics: Is It Still OK To Refinance Your Home? Tax Traps Investors Need to Avoid Things that will help reduce the sting of high inflation 401(k) and IRA contribution limits for 2023   As 2022 comes to a close, thoughts turn to 2023 and how… Continue reading Should You Refinance?

Student Loan Relief Applications

      This month, my newsletter explores the following topics: Common and costly Roth IRA conversion mistakes Home prices are expected to fall How inflation may affect your 2023 tax bracket What to know about student loan relief applications   The year-end will be here before we know it, so please get in touch… Continue reading Student Loan Relief Applications

Evolving Finance Strategies

      This month, my newsletter explores the following topics: How to prepare your finances for a recession Income tax brackets for 2022 versus 2021 How student loan cancellation will actually work How a recession could change the housing market   It’s time to start thinking about year-end preparedness, so please contact me if you… Continue reading Evolving Finance Strategies

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