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Dec192022

Charitable Gift Tips – It’s Not Too Late (but close!)

Financial Education, Personal FinanceBy Kristi SullivanDecember 19, 2022

Yes, 2022 is quickly drawing to a close, but it’s not too late to help those non-profit organizations you love. Here are three quick tips for making the most of your charitable gifts for taxes. If you are age 70…

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Dec122022

WTF (What the Finance?) is Tax Loss Harvesting?

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanDecember 12, 2022

Yep, your investments are down and so are your spirits.  Those looking for a silver lining may be talking about tax loss harvesting.  What does that even mean? Warning, if your money is all in retirement accounts (IRAs, Roth IRAs,…

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Dec52022

Bigger and Better 401(k) and IRA Contribution Caps in 2023

Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanDecember 5, 2022

Maybe inflation isn’t all bad.  Social Security checks are going up 8.7%, you can buy a 1-year CD earning 4.5% interest, and (for those who aren’t spending every last time on more expensive groceries) we are seeing a big jump…

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Nov282022

Alert! Inherited IRA RMD Changes You Need to Know!

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanNovember 28, 2022

The IRS has done it again.  Taken an already unfortunate new rule about inheriting IRAs and made it even worse.   To recap, if you inherited IRA/Roth IRA/Workplace Retirement Account money from someone who died in 2020 or after, the…

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Nov142022

Three Fun Thanksgiving Activities

Fun StuffBy Kristi SullivanNovember 14, 2022

Three not-fun things to do at the Thanksgiving table Talk about how you voted in the mid-term elections. Stare at the football game. The Festivus Airing of Grievances one month early. Three more fun Thanksgiving activities Thanksgiving Mad Libs! Print…

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Nov72022

Where There’s a Will, Is There a Way…

Financial Education, UncategorizedBy Kristi SullivanNovember 7, 2022

To find it?  Recently I read an article about the U.S. Will Registry.   It’s a free website where you can upload either the will/trust documents themselves or just say where you have your estate plan stashed.  And who is allowed…

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