Episodes
Tuesday Jun 04, 2024
Thursday May 23, 2024
Thursday May 23, 2024
The latest funding status of Social Security and Medicare is available. Yes, the programs will be around when you retire, but benefits may be reduced. Here is a financial overview of these programs in a Q&A format.
Thursday May 02, 2024
Thursday Apr 25, 2024
Thursday Apr 25, 2024
Before tossing your 2023 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2024 return.
Thursday Apr 04, 2024
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
I provide some last minute tax-planning moves for the 2023 tax year and a quick summary of key tax documents needed for your accountant. Looking for more information? Don't miss our blog post on this topic here.
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Tuesday Mar 05, 2024
Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
Inflation has been heading lower, but the Fed needs to see more. The bond and equity markets are watching closely.
Friday Feb 02, 2024
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
Do you recall the attention SECURE Act 2.0 received in early 2023? Here is a refresher on the 2023 changes and new features effective for 2024.