Month: December 2023

Advisors have two years to make big tax-saving moves for their clients, says Ed Slott. After that, a legislative window could close that opportunity forever. “We all know that we’re going into 2024 and 2025 with low rates, but after that the rates under today’s law are scheduled to […] Click here to view original […]

A man holds his head while reading a bill. Retirement can bring a sense of freedom and relaxation, but it can also come with unexpected financial shocks. Denial is a bad pill to take when retiring, and it’s important to be prepared so you can have your savings ready […] Click here to view original […]

A couple’s financial compatibility is becoming just as important as physical and intellectual compatibility when it comes to young relationships, according to research published from Northwestern Mutual. Younger generations, including Generation Z (ages 18-26) and millennials (ages 27-42), have been taking their financial situation more seriously compared to their […] Click here to view original […]

Are you tired of spending money on toys that just end up broken or in the back of a closet? Well, have you thought about giving a gift that keeps on giving? Financial gifts cut down on clutter and can help children in the future. Money loses value because […] Click here to view original […]

RALEIGH, N.C. — Financial experts say now is the time to start thinking about money moves that will set you up for success in the new year. This comes after a year of increasing housing and rent costs, interest rate hikes and grocery prices. What You Need To Know […] Click here to view original […]

Your wealthy clients likely deal with IRS tax forms more than other clients—and it’s likely they’re getting these forms late in the year from the businesses and employers reporting things like their income and investment proceeds. Many forms begin arriving early in the calendar year. But some of the […] Click here to view original […]