Elm3's Guide to Shredding or Storing Your Tax Documents By: Stacey Nickens At the beginning of every year, your mailbox and inbox is likely inundated with tax forms. You may use these forms to file your own return or hand them off to a tax preparer. Either way, what should you do with these [...]
The holidays can be both busy and expensive. With that in mind, it can be helpful to get your finances in order before you get wrapped up in gift buying and pie making. Use the next few weeks to lower your tax bill, save for retirement, and plan for your future health needs. 1. [...]
IRS Releases 2022 Retirement Account Contribution and Contribution Deduction Limits By: Margaret Nickens The IRS released the 2022 contribution limits and deduction income limits for IRAs, 401(k)s, and other retirement accounts. While there's some disappointing news in the batch, there's definitely some increases to celebrate. The Bad News The IRS is not increasing contribution [...]
Social Security Will Increase Significantly in 2022 By: Stacey Nickens Retirees will see a large increase in their Social Security benefits in 2022. Last week, the Social Security Administration announced that the cost-of-living adjustment will be 5.9% in the upcoming year. However, seniors should keep in mind that benefits are increasing because inflation is [...]
Retiring This Year? 3 Money Moves To Make Right Now By: Stacey Nickens Congratulations! You have worked hard your entire life, and you are ready to rest and enjoy the fruits of your labor. As a financial advisor, I have loved assisting so many clients in moving into and through retirement. As you get [...]
September is the perfect month for pumpkin spice lattes, the return of Target's Halloween section, and marriage. Traditionally, more couples get married in September than in any other month. June and October take second and third place, respectively. If wedding bells are on your horizon, you may be caught up in dress adjustments or [...]
4 Ways to Manage Market Volatility By: Stacey Nickens Every couple of days, I get an email from a client wondering if they should be worried about market volatility, rising inflation, or some other catastrophic financial event. Often times, investors in the midst of panic wonder if they should move their money entirely into [...]
3 Ways To Maintain Your Pandemic Savings Habits By: Stacey Nickens The pandemic was a devastating and challenging experience for our country, but quarantine restrictions may have helped you build healthier financial habits. Instead of eating out, you may have cooked more dinners at home. Instead of dropping money on expensive vacations, you may [...]
Investing During Periods of Inflation By: Stacey Nickens I logged onto my computer this morning, and the first headline to pop up read, "Is inflation set to soar this summer?" Investors have become increasingly concerned that inflation is on the rise, and these worries have been exacerbated by the Fed's changing policies around inflation. [...]
Advantages of a 529 Plan in 2021 By: Stacey Nickens The education landscape has changed significantly in the past decade, especially during the past year. Students have greater technological needs, especially with many students moving to a remote learning environment. Many families and students have to take on debt to cover educational expenses, and [...]
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