Guests, Paul Ewing and Jonathon Wojtkun, Senior Consultants at Charles Schwab Advisor Services, spoke with Thad Schlaud about Cybercrime and how to protect yourself. If you missed the call, you can catch the recording here. Paul and Jonathon work as technology consultants at Schwab, providing technology and operations strategy to…
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health. January: Organize paperwork. This obvious starting point eludes many. Are your financial documents organized, in paper…
The New IRS Tax Rates and Deductions for 2021 Although a year away, your 2021 tax planning should have already started. Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax rates in late October. There are plenty…
In 2017, the House and Senate approved changes to our tax code that will allow 529 funds, previously reserved for college expenses, to be used for private elementary and secondary school tuition.
Are you getting ready to start drawing on social security benefits? If so, or you just want to know how to prepare when the time comes, this article is for you.
This week we are reading about the growing problem of a lack of proper retirement planning and the unfortunate dilemma of death and taxes…should death be taxed?
Are you struggling with weighing the risk and reward to investing? Hint: It may be a riskier move not to invest.
What should you do with an old 401(k)? One option is to roll it over into your current employer’s 401(k) plan, but is that the best choice?
What do you get when you save $40/month for 35 years? The answer is $17,000 and that is not enough for retirement. Sadly, that is the median savings for a 60-year old in this country.
What else have “THEY” told us that is just irresponsible thinking? In this blog we reflect upon the common saying, “It is what it is.”