(00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the […]
Revisiting the benefits of tax-deferred savings. TRANSCRIPT Read More »
Recent developments in the world of cryptocurrency have brought Bitcoin exchange-traded funds (ETFs) into the spotlight. While these ETFs might seem like an exciting new way to invest in Bitcoin, there are important aspects to consider: Contradiction with Bitcoin’s Original Purpose: Bitcoin was created as a decentralized digital currency for online transactions. However, its adoption
Bitcoin ETFs: Opportunity or Risky Business? Read More »
(00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the
A Fresh Start for 2024 | TRANSCRIPT Read More »
(00:00): Information presented on this program is believed to be factual and UpToDate, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the dissemination of
Financial Lessons learned in 2023. Now what | TRANSCRIPT Read More »
With 2024 quickly approaching and New Year’s resolutions on the horizon, don’t neglect your finances. To make this even easier for you, we’ve outline some basic Do’s and Don’ts for 2024 that should help you on your journey to financial security. Do’s: Review Your Income and Deductions: Ensure that all your sources of income for
Your 2024 Financial To-Do (and To-Don’t!) List Read More »
(00:01): Hello (00:01): And welcome to On the Money right here on WDBO 1 0 7 3 FM AM five 80, always streaming us live in your very own WDBO app. This is Josh McCarthy sitting in studio with a team from the Certified Financial Group. We are so fortunate to be joined by Chris
What Planning Issues Should You Consider Before the End of the Year Read More »
For a full breakdown of 2024’s tax brackets and more changes to things like contribution limits, health savings accounts (HSA), Medicare premiums, and more, check out the link here: 2024 Annual Limits. The IRS has announced the official tax brackets for 2024. To adjust for inflation, they have widened all of the brackets, meaning you
Let’s Talk 2024 Taxes Read More »
(00:00): Information presented on this program is believed to be factual and UpToDate, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the dissemination of
Remembering Charlie Munger | TRANSCRIPT Read More »
(00:00): Information presented on this program is believed to be factual and UpToDate, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but is limited to the dissemination of
Add These Things To Your Year-End Financial Checklist. | TRANSCRIPT Read More »
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was a significant stride in altering the retirement landscape. The journey continues with SECURE 2.0, which encompasses further changes aimed at enhancing retirement savings and security for Americans. We’re going to break down the key provisions of SECURE 2.0, delving into how they
SECURE 2.0 and What It Means For You Read More »