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How Important are New ESG Funds?
The government makes changes to retirement plans every year. In 2022, we’re seeing a big push toward annuities within 401K platforms. Continue reading “How Important are New ESG Funds?”
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Are We Halfway Through a Recession?
Stagflation—what is it? Is it coming? Is it already here? How can we fight it? Continue reading “Are We Halfway Through a Recession?”
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How COVID Impacted the IRS and Your Taxes!
Thanks to the COVID-19 pandemic, this was the first time in three years that we had to meet a mid-April deadline to file our taxes. Continue reading “How COVID Impacted the IRS and Your Taxes!” -
Is it Too Late to Refinance?
What a Difference Slight Mortgage Rate Changes Can Make!
The average single-family home in America appreciated nearly 55 percent over the past five years ending December 31, 2021. Continue reading “Is it Too Late to Refinance?”
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Inflation is Coming! – Ways You Can Plan for Increased Prices
These days, inflation stares you in the face every time you fill the gas tank or go to the grocery store. Continue reading “Inflation is Coming! – Ways You Can Plan for Increased Prices”
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401K Changes in 2022
401K Changes in 2022
Retirement plans change every year. Here’s how three major changes and one potential change are affecting 401K platforms in 2022. Continue reading “401K Changes in 2022”
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How 1031 Exchanges Can Save You Money!
What is a 1031 Tax Exchange?
A 1031 Exchange is a method of deferring capital gains taxes on the sale of a rental property or other real estate investment. Continue reading “How 1031 Exchanges Can Save You Money!”
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Customer Service Is Changing!
2022 Social Security Changes
The numbers for Social Security change every year. Here’s what to expect in 2022: Continue reading “Customer Service Is Changing!”
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Pensions Are Under Attack!
How Do Mutual Funds Pay Out Dividends?
The bulk of mutual fund dividends and capital gains are distributed at the end of the year. Continue reading “Pensions Are Under Attack!”
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Retirement Contribution Limits For 2022!
Why the Government is Like a Spouse with a Massive Spending Problem
In October 2021, the federal government extended the debt ceiling by $480 billion, effectively raising its spending limit to $28.9 trillion. Continue reading “Retirement Contribution Limits For 2022!”
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