Jan 19, 2024 | Weekly Wrap-Up
As we move into a new year, that may come with new year’s resolutions. Common goals are losing weight, exercising more, spending more quality time with friends and family, eating better, etc. The start of a new year also provides the perfect opportunity to reflect...
Dec 21, 2023 | Weekly Wrap-Up
SECURE 2.0 Act Provides Another Solution for Excess 529 Plan Savings 529 plans are popular and tax-smart ways for families to save for education expenses. The plans allow contributions that can grow tax-free and be withdrawn without incurring state or federal taxes...
Dec 5, 2023 | Weekly Wrap-Up
Dear Valued Friends and Clients, We are thrilled to share some exciting news with you – Asti Financial Management is proud to announce that we are going 100% virtual! In response to the evolving landscape following the global pandemic, we are closing our Alameda...
Nov 22, 2023 | Weekly Wrap-Up
Thanksgiving (noun): The act of rendering thanks or of expressing gratitude for favors, benefits, or mercies; an acknowledgment of benefits received. On this day of Thanks, here are some things you can do for your well-being: #1 Feeling Grateful Reflecting on the...
Nov 16, 2023 | Weekly Wrap-Up
The US tax code is a progressive tax where the more you earn, the more tax you will pay. One progressive tax that affects retirees is the Income Related Monthly Adjustment Amount or IRMAA. IRMAA is an extra charge on Medicare premiums for people with higher incomes....
Oct 30, 2023 | Weekly Wrap-Up
When it comes to understanding average funeral costs, there is a lot to consider. You must take into account your loved ones’ final wishes. I recently wrote about my own father’s death. We had moved him to California to be with family in his last months. His wish...
