The holidays are upon us, and the pressure is on. There is so much to do to prepare for the holiday season and the holiday bustle can leave you wondering if this is really the most wonderful time of the year. This year, the average American household plans to spend over $1000 this holiday season … Be Smart with Your Holiday Jingle
The time to get ready is well before the time comes. Here’s how to approach some important talks and what you need to cover. Whether the time is now or somewhere down the road, there are steps you can take to make your life — and their lives, too — a little easier. It’s Time … Managing Your Elderly Parents Finances: How to Prepare
When illness or injuries occur, paying for out-of-pocket medical expenses can be overwhelming for many people. By planning ahead and saving a little bit every month you can feel prepared to deal with unexpected medical costs. If you are a participant in a high deductible HSA eligible health insurance plan, a Health Savings Account can … Making Health Saving Accounts Work for You
Are you one of the millions of Americans who have changed jobs during the pandemic? A report published by Prudential Financial, states that at least 26% of the workforce will change jobs during the current year. Changing jobs can carry a mix of emotions depending on the reason for the career change. Regardless of the … What To Do With A 401(k) After Leaving a Job?
Roth IRA contributions are not tax-deductible, so there is no tax benefit for the year of contribution. The tax benefit comes when you take a distribution. If you follow the IRS rules, distributions from Roth IRAs are generally tax-free. Typically, you have to be 59 ½ or older and the account has to have been … Roth IRAs and High-Income Households
You may have heard people talk about bull markets and bear markets or even use the term to describe how they feel about investing. You may hear people say, “I am feeling bullish” or “I am feeling bearish, but what exactly are they talking about? While the actual reason behind why bulls and bears have … Boiling Down Bull and Bear Markets
It has been nearly a year and a half since the pandemic began and while many businesses are beginning to see things start to return to normal there are many other small businesses that are still struggling because of the pandemic. For those business that were negatively impacted by the pandemic several programs have been … Small Business Relief in Wisconsin | Programs & Support
The financial world can seem a bit like alphabet soup at times, with so many acronyms used. QCD, RMD, IRA, ETF, and on and on. Today we will be highlighting one of these acronyms, in hopes of helping you understand if you could benefit from the QCD tax strategy. What is a QCD? In the … ABC, 123, QCD
Updated: March 26, 2020 There have recently been changes to the American Rescue Plan Act of 2021 that business owners should be aware of. We have highlighted a few of those changes below. The Families First Coronavirus Response Act (FFCRA)-based leave may still take a payroll tax credit to cover wages paid has been extended … UPDATE: American Rescue Plan Act – What to Know
We spend a lot of time worrying about running out of cash in retirement. But you might be surprised to see some of the things you’ll find yourself spending less on in your golden years. A popular retirement guideline suggests retirees need 80% of their preretirement income to make ends meet, and some experts encourage … 10 Things You’ll Spend Less on in Retirement
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