Portfolio Update
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Marriage . . . It’s a Full Time Job!
Some key stressors in marriage often include raising children, potentially differing family values, busy daily schedules, etc. Add in money problems, and things can get difficult fast since money and emotion are often closely intertwined.
Weighing The Costs of ESG Investing
What does it take for us to be truly happy in life? Of course, “happiness” is subjective but many studies have been done to help answer the question of money and how it relates to our happiness.
2023’s Social Security Increase – Is It a Financial Boon or a Tax Bomb?
2023 ushered in an 8.7% increase, the largest raise in Social Security benefits in over forty years. Don’t get me wrong, this was a welcome increase and has helped millions of Social Security recipients. At least a little bit. But was it enough?
Like the Roth IRA? Beware the 5-Year Rule
If you have money in your company’s 401k or in a traditional IRA, you may be considering converting these funds into a Roth IRA now while tax rates are historically low. The idea is that if you pay income tax on your retirement money now – especially when many account balances are significantly down – future gains in the Roth are tax free. But you need to understand the 5-year Rule.
The High Cost of “Adulting”
With record inflation and almost prohibitive housing prices, more young adults are choosing to live at home with their parents. At least until the economy improves.
Financial Strategies To Help You Get Ahead in 2023
As the saying goes, “Out with the old and in with the new”. With each year comes the ability to learn from the past and make the next year even better. And while we may not have control over the markets or inflation, that doesn’t mean we still don’t have opportunities to boost our finances in 2023.
