Let’s Talk 2024 Taxes

1 year ago

For a full breakdown of 2024's tax brackets and more changes to things like contribution limits, health savings accounts (HSA),…

SECURE 2.0 and What It Means For You

1 year ago

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was a significant stride in altering the retirement…

Important Changes To Medicare Coverage

1 year ago

Big changes are coming to Medicare Part D in 2024! If you're enrolled in Medicare, pay attention during this year's…

Government Shutdown Looms: Economic Uncertainty or Stock Market Opportunity?

2 years ago

Have you been keeping tabs on the federal government lately? It seems they're inching closer to that October 1 (Sunday)…

Never buy life insurance on a child. True or false

2 years ago

Speaker 1: Information presented on this program is believed to be factual and up to date, but we do not…

Hey, Mega Millions Winner (Maybe). Here Are a Few Ideas for What to Do With the Prize Money.

2 years ago

Article originally posted to Barron's. Of all the decisions facing a Mega Millions lottery jackpot winner, the most important might be…

Americans flocked to Florida for low taxes and sunshine, but an under-the-radar cost of homeownership keeps rising: insurance

2 years ago

Article originally posted to Business Insider. For years, homeowner's insurance rates have been increasing across the US. In Florida, this is…

Social Security’s Finances: Reality Versus Common Misconceptions

2 years ago

Article originally posted to Forbes. Those paying close attention to Social Security will recall the latest trustees’ report detailing how the…

MARKET WATCH: JULY 17, 2023

2 years ago

The Markets (as of market close July 14, 2023) Wall Street enjoyed a positive week of returns, with each of…

High-Earning Retirement Savers Are Losing Some of Their 401(k) Tax Break

2 years ago

Article originally posted to The Wall Street Journal. Millions of high-earning Americans are slated to lose a popular tax deduction starting…

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