Blog

Pace Yourself

By Lynn Lambrecht | Dec 24, 2023

It’s a good time to pace yourself! The hustle and bustle of this time of year is real. Preparation for the holiday season, work, and year-end demands can take a toll. It’s an important reminder to think of life as a marathon vs. a sprint and pace yourself! I found some helpful tips on the […]

Read More

Grief and the Holidays

By Lynn Lambrecht | Dec 17, 2023

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 […]

Read More

Tax Brackets for 2024

By Lynn Lambrecht | Dec 10, 2023

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 […]

Read More

Family Caregivers

By Lynn Lambrecht | Dec 3, 2023

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 […]

Read More

1099K Rule Changes Delayed For 2023

By Lynn Lambrecht | Nov 26, 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 […]

Read More

Saver’s Credit 2023

By Lynn Lambrecht | Nov 19, 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 […]

Read More

Practice Drills

By Lynn Lambrecht | Nov 12, 2023

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 […]

Read More

Safeguard Your Finances Online

By Lynn Lambrecht | Nov 5, 2023

‘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 […]

Read More

What in the Heck are Passkeys?

By Lynn Lambrecht | Oct 29, 2023

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 […]

Read More
Scroll to Top