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...
Oct 19, 2023 | Weekly Wrap-Up
Having recently watched my father pass was a horrible experience. My father had been in nursing home care for about a year, and we watched him steadily decline. My family tried everything we could to keep his health robust and provide any medical services that could...
Sep 26, 2023 | Weekly Wrap-Up
U.S. Treasury yields rose last Wednesday after the Federal Reserve kept rates steady but also hinted that it would implement another rate hike before the end of 2023. As a result, the 2-year Treasury yield increased to 5.167%, up nearly 6 basis points. Meanwhile, the...
Sep 15, 2023 | Weekly Wrap-Up
Smart Tax Planning Strategies Most people put off tax planning until the April deadline or end of year statement shuffling and accounting. By then, it’s often more about the last-minute calculating of tax responsibilities, than a more proactive approach. Efficient tax...
