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The Bipartisan Lankford-Bennet Bill May Help Americans Save
The high cost of gasoline, groceries and health care are competing for consumer’s dollars and unfortunately saving for retirement is getting the short end of the stick.
Should You Give or Lend?
The IRS views gifts and loans differently for tax and gifting purposes and you need to understand the difference before writing that check.
Inflation or Recession – Which is Worse?
Lately, it’s hard to watch the news or go online without seeing two popular buzzwords being tossed about – inflation and recession. Many ask, which one is worse? How worried should I be? Or even – what do they mean and how are they different?
10% Social Security COLA in 2023? We Will See!
Once in a while, times like this offer us a glimmer of hope – a silver lining, if you will. And right now, that silver lining is in the form of a potentially impressive COLA on Social Security benefit.
Are You Tapping Your Pandemic Savings to Cope with Inflation?
We’re seeing families having to draw on their savings, which includes money from the child tax credit as well as pre-pandemic savings, to combat higher costs on gas, food, healthcare and more, especially because wage gains are not keeping up.
Estate and Gift Taxes – Here’s What You Need to Know
These are just a few of many considerations when planning your legacy, but it’s key to have a plan – and then keep it current.
