You may have clients who wonder how they may boost their Social Security benefit. Here’s one way: Keep working. Our expert runs through some numbers, showing how some clients may benefit by continuing to work. Clients who understand the connection between earnings and benefits often ask how their benefit will be affected if they keep working. […]
Considering Social Security: What if I Keep Working? Read More »
Getting prepared for college can be both exciting and overwhelming for a high school senior. What might your goal-oriented peers do that will help them succeed as they set out on a new path? The key to successful college preparation is to establish an efficient and structured plan. Having a clear roadmap to guide your planning can
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Tax season is upon us again. It officially began on January 24, and you’ll need to file by April 18, 2022 (unless you file for an extension). The deadline is usually April 15th but the Washington DC holiday, Emancipation Day, falls on Saturday, April 16, 2022, and is observed on Friday, April 15th. As a
What’s New This Tax Year? Read More »
The start of this year has brought some market volatility that might have caused yousome uneasiness. It might be difficult but remember that this is normal – especially aftera year when the S&P 500 index ended up approximately 27% (and the last 3 years up100%). It can be hard to stay calm when markets start
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It’s not uncommon for people to pay more in taxes than anticipated because our tax systemtreats various income types differently and has tax and penalties that are many are unaware.One way of considering the stages of retirement could be first, your pre-retirement or work andsaving years, usually before age 50 to 60. Next, early retirement,
Tax Planning Changes Throughout Retirement Read More »
By any measure, 2021 was a strong year for investors. But what’s in store for2022? From my perspective, I expect that many of the same forces thatinfluenced markets last year will play a role again in the year ahead. COVID-19 remains tragic and unpredictable. The pandemic was one of theprimary drivers of financial market activity
Predictions for 2022 Read More »