Owning a Second Home Like many of our clients, you might be thinking about or already own a second home. There is much to consider prior to and during ownership of a second home. Thinking about everything from cashflow, tax implications, and insurance to estate planning, education funding, and healthcare means this isn’t a decision …
Read MoreIn a further attempt to expand and promote retirement savings, Congress passed SECURE Act 2.0 as part of an overall spending bill, the 2023 Consolidations and Appropriations Act. President Biden signed the bill into law on December 29, 2022. OVERVIEW The SECURE Act 2.0 is a follow-up bill to the original SECURE Act passed in …
Read MoreThis blog assumes you know what cryptocurrency is. The Biden Cryptocurrency EO serves as a high-level homework assignment to the other branches of government. Basically, it highlighted what’s been happening in this area in the past few years: Digital assets are skyrocketing in terms of market cap (going from $14 Billion in 2016 to $3 …
Read MoreThe Donor Advised Fund (DAF) has increased charitable giving over recent years. DAFs are not new; apparently, they have been around since the 1930s, and grew more popular in the 1990s. DAFs allow you to make charitable contributions to a fund you set-up with a public charity, then recommend grants from that fund over time. …
Read MoreThis is a blog about money and therefore all of the gifts that I’m suggesting are money-related as well. Ok, Jill’s Journal readers, I have scoured the Internet for gift suggestions that have to deal with our favorite topic, money. These are for people who want to learn about money, like money, or want a …
Read MoreWant to impress your friends with knowledge of reducing your taxes using investment sales? I’m going to teach you. We all know the adage, “buy low, sell high.” Well, sometimes your investments don’t turn out the way you want them to, and you may want to consider selling low. Tax loss harvesting is when you …
Read MoreThe end of the year is an important milestone for taxes and financial matters. Here are some important deadlines to keep in mind: Benefit “Open Enrollment” periods – Workplace November 1, 2021 – January 31, 2022 Last day to enroll in new health insurance plan on healthcare.gov January 15, 2022 Tax loss harvesting (more about …
Read MoreContinuing with open enrollment month for your workplace benefits, let’s talk about disability insurance. Many people think about life insurance, especially if they have kids, but not everyone thinks about disability insurance, even though your chances of becoming disabled are greater than dying. According to a report published by the Social Security Administration in August …
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