Blog
Grief and the Holidays
Grief is real. For those coping with the loss of a loved one, the holidays may be filled with painful reminders, in place of joy. Traditions once enjoyed can be difficult. Grief can seem fresh, even if the loss was not recent. Some find it comforting to be with family and friends, seeking support and […]
Tax Brackets for 2024
The IRS has released income tax brackets and standard deductions for 2024. To plan ahead for what you’ll owe on your taxable income, here are the numbers. Photo by Tara Winstead: https://www.pexels.com/photo/folder-and-calculator-on-white-table-7111512/ Highlights The Details Per CNBC, here are the marginal tax brackets for 2024 Marginal tax brackets for tax year 2024 Married filing jointly […]
Family Caregivers
November was the month to recognize family caregivers. In my humble opinion, it would be terrific to recognize family caregivers – care is a 24/7 job! As we enter into the holiday season, take a minute to think about ways you can support a caregiver ❣️ As the percentage of Americans providing caregiving services to […]
1099K Rule Changes Delayed For 2023
This week, the IRS announced they are delaying implementation of a rule change that would have required more 1099-Ks to be issued to small businesses, gig workers and those with side hustles earning $600 or more. This is big news for all tax filers who receive business income for their goods and services via payment […]
Saver’s Credit 2023
Are you aware of the Saver’s Credit you’re entitled to when you contribute to your IRA or employer-sponsored plan? Each year the IRS outlines who’s eligible, the amount you may contribute, and the Saver’s Credit you’ll receive. Sharing the specifics for the 2023 tax year from the IRS! Image by Nattanan Kanchanaprat from Pixabay Who’s […]
Practice Drills
Today is a good day to talk about practice drills. Before I begin, Veterans Day is on my mind. A big thank you to veterans and their families who have served ❣️ Back to practice drills 😉 They are used in the military, in schools, for sports teams, in work environments, in preparation for natural […]
Safeguard Your Finances Online
‘Tis the season is upon us! Now is a good time to safeguard your finances online! Here are some precautions from FINRA to keep your data secure and finances safe. Image by Gerd Altmann from Pixabay Pay Attention 1. Watch What You Click. The best way to protect yourself from a malicious link is to make […]
What in the Heck are Passkeys?
Passkeys have been showing up frequently in the news of late. I decided it was time to do a “deep dive” to see what they were all about! Sit back and read what’s what with passkeys! New Technology Passkeys are an alternative to the traditional passwords used today. They are a different way for you […]
What is Estate Planning?
Estate Planning Awareness Week ends today, October 22nd. From a layperson’s perspective, estate planning is making sure you have the necessary permissions to have people help you when needed. Your state of residence will determine the laws used to guide you when drafting your legal documents. Estate Planning helps you document officially (legally) your end-of-life […]