4 Tips for Managing Rising Inflation By: Stacey Nickens Inflation is on the rise, and while the Fed is raising interest rates to try to tamp down on rising costs, your budget is still likely hurting from inflationary pressures. You may see your expenses going up more quickly than your income, and as a [...]
Elm3's Guide to the 2021 Child Tax Credit By: Stacey Nickens The Child Tax Credit both increased in 2021 and was delivered in a different manner. Unless you unenrolled from advanced payments, parents received monthly payments of their Child Tax Credit. In total, these advanced payments should equal half of the total credit that [...]
Your Guide to the Medicare Surtax By: Stacey Nickens Upper-income taxpayers should be aware of an additional tax that could increase their bill come April 15. Certain taxpayers are subject to a 3.8% "Medicare" surtax on their net investment income. Single filers with modified adjusted gross incomes (AGIs) above $200,000 and joint filers with [...]
Rebalancing Your Portfolio Without Triggering a Tax Bill By: Stacey Nickens Many investors have seen strong gains in their stock portfolio during 2021. As of close on November 26, the S&P 500 was up 22.3%. An investor who desires certain percentage of their funds to be in stocks may accordingly find that their stock [...]
Tax & Funding Provisions in the Proposed Stimulus Package By: Stacey Nickens The House is expected to pass a $1.9 trillion coronavirus relief package today, after which the legislation will head to the Senate for approval. Beyond providing additional stimulus, the package includes an increase in the child tax credit, additional funding for small [...]
Tax Provisions in the New COVID Relief Bill By: Stacey Nickens On Sunday evening, President Donald Trump signed a new COVID relief bill into law. The package includes additional fiscal stimulus for certain households, an extension of unemployment benefits, and increased funding for the Paycheck Protection Program. The bill also creates, modifies, or extends a [...]
3 Ways to Donate from an Investment Account By: Stacey Nickens There's nothing quite like waking up on Christmas morning, presents stacked high under your tree. However, the giving season is never quite complete without giving back to the broader community. This year, consider three different strategies for giving from your investment accounts. These [...]
Today, most of us depend immensely on our cellphones. I use mine to check in to flights, buy groceries, search the internet, and text and call my friends and family. However, while cell phones are essential for many people's lives, your cellphone bill could be a huge drain on your funds. Most bills runs $100 [...]
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