Tax Cuts and Jobs Act, is a $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. Many of the provisions in the new legislation are permanent. Other provisions, including most of the tax cuts that apply to individuals, will expire in eight years. Some of the major changes included in the legislation…
Tax Cuts and Jobs Act: Impact on Individuals
On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. While many of the provisions in the new legislation are permanent, others (including most of the tax cuts that apply to individuals) will expire in eight…
A Savings Carol
As in life, this Savings Carol has ups and downs. If you are patient with your savings and with this video, the end is good! Enjoy the holidays!! To listen to the video click here – A Savings Carol. A Great way to start 2018 would be to look at your financial health. Here is a checklist…
How to Protect Yourself Against Identity Theft
Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have your information, they can use it to gain access to your bank and credit card accounts, make unauthorized transactions in your name, and subsequently ruin your credit. Now more than ever,…
IRA and Retirement Plan Limits for 2018
IRA contribution limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100% of your earned income, if less), unchanged from 2017. The maximum catch-up contribution for those age 50 or older remains at $1,000. You can contribute to both a traditional IRA and a…
What Will You Pay for Medicare in 2018?
The Centers for Medicare & Medicaid Services (CMS) has announced that the standard monthly Part B premium in 2018 will remain $134 (or higher, depending on your income). In 2017, most Medicare beneficiaries who received Social Security benefits paid a lower monthly premium ($109, on average). However, this is likely to change in 2018. Due…
Social Security and Medicare Update – 2016
Those of you who rely, or will rely, on Social Security and Medicare should watch this video. Social Security and Medicare Update-2016 provides detail on where these programs are financially. Social Security Claiming Trying to figure out the details of Social Security? Trying to decide when to begin collecting your benefits? This post may help: Social…
Social Security Claiming: Retirement, Spousal and Survivor Benefits. Both An Economic and a Personal Decision.
Knowing when and how to claim your Social Security benefits is not easy. However, a November 2015 law made certain claiming strategies easier to understand, but not as lucrative for married couples. Let’s take a look at strategies to collect monthly Social Security amounts when both you and your spouse are living. We will review…
Does “Work and Life” Make You Happy? If So, Don’t Apologize or Stop “Working”, But Keep Learning.
Much has been said of work/life balance. This terminology has evolved over many, many years. It began as work/leisure balance and in the 1980’s evolved into work/life balance. People look at the term work/life balance differently. I look at it as work and life. Work/life balance is a concept which includes proper prioritization between work…
Gift Your Money Now or Leave an Inheritance Later. It Can be Both a Financial and Emotional Decision
You have budgeted, saved and invested throughout your career. Now, you hope you have saved enough money to last through your retirement years. You have a will, which details who gets any assets that remain after your passing. Do you want to wait until your passing to leave an inheritance for your family? Or should…
- 1
- 2
- 3
- …
- 5
- Next Page »