The Financial Translator

#55 - Market Update 4/30/2024

This episode provides a market update through April 30 2024!

#54 - Want better tax planning? Here are key lines from your 2023 Tax Return

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.

#53 - Market Update 3/31/2024

This episode provides a market update through March 31 2024!

#52 - Last Minute Tax-Planning and Documents for Accountant

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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#51 - Market Update 2/29/2024

This episode provides a market update through February 29 2024!

#50 - Inflation Update

Inflation has been heading lower, but the Fed needs to see more. The bond and equity markets are watching closely. 

#49 - Market Update 1/31/2024

This episode provides a market update through January 31 2024!

#48 - 2024 Implementation of SECURE Act 2.0

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.
 

#47 - Market Update 12/31/2023

This episode provides a market update through December 31 2023!

#46 - Father Forgets

Here is my traditional Holiday post.  The energy and excitement of youth is especially noticeable this time of year.  Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.”
Happy Holidays!