Changes are coming to your retirement accounts (watch effective dates). A few examples: RMD delayed to age 73, 401k emergency fund, excess 529 funds for Roth
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Here is my traditional Holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in – but also remember to
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The CPI-W index was released Oct 13 and we now have the Social Security inflation adjustment for 2023. Medicare premiums for 2023 are surprisingly going down
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It’s that time of year for fall colors, football … and company benefits enrollment. Take a closer look - don’t just default to last year’s choices.
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Some kids are going off to college. Some ‘older kids’ wish they were. This blog post covers the mechanics of tapping a 529 plan to pay the bills and reminds
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Congrats on your summer earnings! Set aside some for a little fun, then have the rest do double duty as reserve fund and tax-free savings.
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Social Security and Medicare are important programs providing income and health coverage during retirement. Will the programs be around when you retire? The
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We recently celebrated our son’s college graduation. This was our third and final child to graduate – a proud and exciting time for all. What a great time to
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You are likely in the process of completing your 2021 tax return. Those who didn’t plan may be frustrated and wonder if there is anything to do. The answer is
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It is tax season. You are getting the W2’s and 1099’s online or in the mail. Depending on your stage of life, some are getting 1099-R’s for IRA withdrawals
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I hope you are enjoying the new year. In addition to reflection and refreshing goals, those taking distributions from IRAs – including IRAs inherited prior to
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Social Security benefits are rising 5.9% in 2022. Headline CPI was up 6.2% year-over-year. The Fed says it is transitory. Here are some pictures to help put
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