Financial

401k Catch Up Contributions are Changing in 2024 – Be aware

2023-07-17T09:40:03-07:00

If You Make Over $145,000, You May Have to Pay Taxes on Your Catch-Up Contributions Planning for retirement is a crucial aspect of financial management, and catch-up contributions have long been a valuable tool for individuals looking to boost their savings. However, changes are on the horizon that may impact high-earning individuals who make [...]

401k Catch Up Contributions are Changing in 2024 – Be aware2023-07-17T09:40:03-07:00

Earnings Estimates Impressively Rose. Recession likely?

2023-05-01T10:18:36-07:00

Earnings Estimates for 2023 Impressively Rose Last Week With just over half of S&P 500 companies having reported results, the consensus estimate for S&P 500 year-over-year earnings growth in the first quarter is -3.7%, up more than 2 percentage points from the prior week. While an earnings recession is likely, with a second straight [...]

Earnings Estimates Impressively Rose. Recession likely?2023-05-01T10:18:36-07:00

Keep Your Money Safe With These Online Shopping Security Tips

2023-03-20T17:26:50-07:00

Online Scams are Growing The 2022 holiday gift season is now in the rear-view mirror. If you’re like many other people, chances are you did a good amount of shopping online. After all, online shopping can be easy and fun. But unfortunately, there are many scammers who want to steal your identity and money. [...]

Keep Your Money Safe With These Online Shopping Security Tips2023-03-20T17:26:50-07:00

Top Tips for Individuals from New Secure Act 2.0

2023-03-20T17:15:54-07:00

Get informed on the SECURE 2.0 Act The SECURE 2.0 Act is a bipartisan comprehensive retirement legislation signed into law on December 29, 2022. Here are some interesting takeaways that might impact you: Required minimum distribution (RMD) age increases from 72 to 73 The age 72 trigger for taking RMDs is raised to age [...]

Top Tips for Individuals from New Secure Act 2.02023-03-20T17:15:54-07:00

Financial Tips and Great Ideas to Help You in 2023

2023-02-02T17:14:06-08:00

Here are some of my favorite financial and lifestyle tips as you start the year Knowledge is Retirement Power Especially When You're Traveling Looking to see more of the world during retirement? Some countries have created visa policies designed specifically for retirees. These retirement visa programs may also provide special benefits and incentives to [...]

Financial Tips and Great Ideas to Help You in 20232023-02-02T17:14:06-08:00

Saving college funds for children

2022-11-03T08:16:24-07:00

As college costs are expected to continue climbing, let me help you plan for your child's education expenses. Life insurance can be vital in helping you save college funds for your children. Whether you're there or not. I’ll help you determine how much you’ll need for your child’s education fund.  Here are some benefits of [...]

Saving college funds for children2022-11-03T08:16:24-07:00

Pensions pay guaranteed income for life. Can you get one?

2022-10-20T10:09:40-07:00

After investing for 40 years, many people are tired and worn out from stock market “corrections”. They just don’t want to worry anymore. Some lucky people (teachers, firefighters, and police) have pensions that guarantee them income for life.  What about the rest of us? Fortunately, we have options to consider. Did you know there [...]

Pensions pay guaranteed income for life. Can you get one?2022-10-20T10:09:40-07:00
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