What’s on our money mind? You can read about it in our WealthView Blog.
Tuesday, January 10, 2023
We hope you had a great end to your 2022 and are feeling refreshed and ready for 2023.We wish we were bringing you over some green smoothies and pressed juices to kick the year off. Instead, we have some new retirement rules for you...
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Monday, November 28, 2022
While we recommend proactive, coordinated tax planning throughout the year with your tax professional and financial advisor, as another year ends, we want to remind you of a few essential year-end tax-planning considerations:
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Tuesday, October 4, 2022
If you have questions, we have answers, such as: What is NEW to Medicare this year? What is the annual election enrollment period, and what should you do now? When should you start preparing to transition into the Medicare system?
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Thursday, September 8, 2022
Have questions about the recent student loan forgiveness announcement? We've got (some) answers.
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Thursday, September 8, 2022
The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare. Is this deal a big deal? Could be.
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Thursday, July 14, 2022
Rainbows often come with rain, which in wealth planning, these are planning considerations that can be beneficial, specifically during rainy days in the markets.
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Thursday, July 14, 2022
It is hard to believe we are already more than halfway through 2022. Following are a few mid-year tax planning considerations:
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Wednesday, June 15, 2022
Gasoline prices are at all-time highs. Food prices are rising. And to top it off, markets are unsettled and there’s talk of a recession. How can you help protect yourself when things appear to be crumbling?
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Tuesday, February 22, 2022
On Valentine's Day, we had the opportunity to speak with Sandy Hughes O'Brien regarding the importance of estate planning. "Nothing says I love you more than an estate plan for your family." ~ Sandy Hughes O'Brien.
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Wednesday, October 13, 2021
We asked health insurance professional Marie Goldbeck-Strunk to spend some time educating us on the Health Insurance Marketplace. Check out our video to see what she had to say. Did you know there are alternatives to COBRA?
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Tuesday, August 31, 2021
Social Security recipients might be on the verge of receiving a 6.2% raise on their Social Security income payments in 2022. Did you know that the Social Security Administration evaluates the consumer price index every year, and...
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Monday, June 14, 2021
Inflation Worries? I was looking forward to getting to the nursery this spring to get some perennials and a tuff stuff mountain hydrangea for planting. But, I was a little sticker shocked that for only a few plants, I walked out of the...
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Monday, May 3, 2021
In Case You Get Covid-19 Several weeks ago, I could not wait to hop on my fancy new bike that had more gears and functionality than my old bike in the hopes it would make my 10-mile local metro park ride much more effortless. Early...
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Tuesday, March 30, 2021
So, the next (final?) round of stimulus was signed into law by President Biden earlier this month. Let’s dive in. The $1.9 trillion bill called the American Rescue Plan Act of 2021 includes stimulus checks, child tax credits,...
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Friday, February 26, 2021
We have a new administration in Washington, and the Democrats control the House and the Senate. So, what's next for taxes? The national debt is currently on a path to exceed the size of the entire U.S. economy this year, even before a...
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Tuesday, January 19, 2021
New Year, New Giving Plan The beginning of the new year is the perfect time to map out your charitable giving plan. Did you know that 2019 was one of the highest recorded years ever for American philanthropic donations? Individuals,...
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Wednesday, December 30, 2020
Financial Planning Essentials Series 8 Tips to Replenish Your Rainy-Day Fund As we all know, 2020 has been a rainy-day year. Many people have experienced significant medical and financial hardship. We are beyond thankful for the...
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