Financially Speaking Blog
Key Retirement and Tax Numbers for 2024
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of…
What To Know When You Turn 65
Certain birthdays a particularly momentous. When you turn 16, you can drive and when you turn 21, you can go out for drinks with friends. But 65 is perhaps your…
7 Steps To A More Secure Financial Future
1. Set goals. If you don’t know where you are going, you won’t get there. It’s that simple. 2. Where Does Your Money Go? You’ll never get a true handle…
4 Keys To The Millennial Balancing Act Of Paying Off Student Debt & Saving For Retirement
By Debra Taylor, CPA/PFS, JD, CDFA The financial puzzle for millennials: What’s the best way to pay off student debt while saving toward retirement? Here are four steps to a…
How 2023 Will Affect Your 2024
How 2023 Will Affect Your 2024 There were several financial developments in 2023 that may have positive impacts on your 2024 financial strategy. U.S. News and World Report article, 7…
Do You Have These Key Estate Planning Documents?
Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning…