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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

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