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Friday, February 3, 2023

Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business purposes for 2023. However, the standard mileage rates...

Wednesday, February 1, 2023

Welcome to February! Despite being the shortest month of the year, February often seems to last forever, with limited daylight and a lingering chill in the air. The calendar might imply that we’re nearing the end of winter,...

Monday, January 23, 2023

Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of lending money over a longer period. Occasionally, however, this relationship flips, and...

Monday, January 9, 2023

Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress  last week and expected to be signed by President Biden were several provisions affecting work-sponsored retirement plans and, to a lesser degree,...

Sunday, January 1, 2023

Wow, kinda hard to believe it’s 2023 already! Doesn’t the past 12 months seem like a blur? And yet, here we are with a clean slate ahead of us and a world of possibilities. Even in astronomy, there is a sense of new...

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Monday, December 19, 2022

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax...

Monday, December 12, 2022

The Biden administration has announced another extension for repayment of federal student loans to an unspecified date in 2023 due to legal challenges that have blocked implementation of the student loan debt relief program. The...

Monday, December 5, 2022

Every year, the College Board releases new college cost data and trends in its annual report. The figures published are average cost figures based on a survey of approximately 4,000 colleges across the country.Over the past 20 years,...

Thursday, December 1, 2022

Welcome to December. This time of year makes us all feel something. It may be happy; it may be sad; it may be giddy or stressed. But as we approach the end of a challenging year (to say the least), the one thing WE are...

Monday, November 14, 2022

Here are some things to consider as you weigh potential tax moves between now and the end of the year.1. Defer income to next yearConsider opportunities to defer income to 2023, particularly if you think you may be in a lower tax...

Monday, November 7, 2022

In late September 2022, the U.S. dollar hit a 20-year high in an index that measures its value against six major currencies: the euro, the Japanese yen, the British pound, the Canadian dollar, the Swedish krona, and the Swiss franc. At...

Monday, October 17, 2022

Medicare's Open Enrollment Period — which runs from October 15 through December 7 — is your annual opportunity to switch your current Medicare health and prescription drug plans to ones that better suit your needs. Just in...

Monday, October 10, 2022

Do you have a will?A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children.Do you have healthcare documents in place?Healthcare documents...

Wednesday, October 5, 2022

The CHIPs and Science Act of 2022, signed into law on August 9, is a bipartisan legislation package that provides more than $50 billion in direct financial assistance for semiconductor companies to increase U.S.-based design, research,...

Monday, September 12, 2022

On August 24, 2022, just a few days before federal student loan repayment was set to resume, President Biden announced a plan for additional student loan debt relief.Federal student loan repayment was originally halted in March 2020 at...

Monday, August 29, 2022

While creating an estate plan is a common part of a financial plan, creating a family legacy is equally as important when thinking about how you want the wealth you’ve built to be distributed. In addition to including your family...

Monday, August 22, 2022

In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1 Yet many economic indicators, notably employment, remain strong. The current situation is unusual, and...

Tuesday, March 15, 2022

As Teddy Roosevelt once observed, “Old age is like everything else. To make a success of it, you've got to start young.”1 The challenges seniors have met throughout their lives have made them wiser and stronger, preparing...

Tuesday, March 15, 2022

You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized investment gains, prizes, and awards. You also may...