Blog
Big Changes for College Investors
Michael Conrath of JP Morgan recently published a fantastic article about big changes happening with college costs, savings and debt. I share this article with you because so much has happened in the past 2 years since the pandemic.
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IRS Announces Inflation Adjustments for 2023
On October 18th, 2022, the IRS announced its annual inflation adjustments for tax year 2023. Although this doesn't change tax brackets, it does increase the taxable income limits within those brackets.
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Why Isn't My Bank Paying Me?
Interest rates have risen, mortgage rates are double and car loans are up roughly 30% since December 2021. So why isn't my bank paying me a higher interest rate?I get this question almost daily and it's justifiably frustrating....
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Pension Alert! That Lump Sum Estimate Is About To Go Down!
For a number of Americans, having access to a qualified pension plan has been the golden meal ticket to retirement. Whether you're a county, state or private company employee, having a pension was your reward for sticking with the...
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Why Your Small Business Can Benefit From A Financial Advisor
As a business owner, you most likely have little time or energy to research financial issues on your own. Working with a CERTIFIED FINANCIAL PLANNER™ professional can allow you to focus on...
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Is inflation really that bad?
Inflation is real, it's here and it's rising. But is it bad? There's a lot of talk of inflation recently. We've all seen the price hikes and felt it in the pocketbook. But let's look at what it is and it is not. Let's also remove the...
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Is a California Long-Term Care Payroll Tax On the Horizon?
Unless you’re a resident in the state of Washington, you’ve probably never heard of the WA Cares Fund. This is a first-in-nation public insurance program signed into law back in 2019 in the state of Washington. The program...
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