Ever since the Global Financial Crisis of 2008, the US Federal Reserve kept interest rates at nearly 0% to stimulate the economy. As a result, safe money (cash you held for emergency funds or short-term needs) earned no interest whether…
I’m trying to think of an expression, like “counting your chickens before the eggs hatch” that applies to considering inheritance as part of your financial plan. Or maybe, with egg prices what they are, we are just hoping to inherit…
This month, I’m pleased to feature the expertise of my friend and Realtor, Renee Cohen. Renee and I started our businesses around the same time, and I’ve always enjoyed exchanging ideas about growing our firms, serving clients, and the state…
Ask my lovely CPA, I am NOT a tax expert. But, looking at the most common tax filing mistakes, a lot of these seem like clerical errors rather than complex tax decisions. Read on to save yourself some headaches after…
Well, maybe not in love (see Romeo, Juliet, etc.) but according to – gasp! – both parties in Congress and former President Joe Biden, Social Security is getting a little fairer this year. The Social Security Fairness Act, signed into…
If people are going to panic about impending tax changes, I feel it’s more productive to know WHAT you are panicking about. Herewith, is a list of some of the changes that would happen if the Tax Cuts and Jobs…
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