What in the heck does “fund” a Trust even mean? When I first heard this term years back it confused me. Let me attempt to describe this in layperson terms 🌞 FYI, there are times when having a trust can give you a false sense of security. Having a trust is one thing, funding a […]
Welcome to 2024 and the use of technology! Voice recognition is everywhere. Various sources can now use your voice to authenticate it’s really you. But … is voice recognition safe? This is what I wanted to research for you this week. Image by Tumisu from Pixabay What is Voice Recognition? TechTarget.com describes voice recognition this
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How familiar are you with the term authorized user on credit cards? After a number of conversations about this topic, decided It was time to Blog about this important topic. Want to make sure you’re all in the know! When my dad was diagnosed with Alzheimer’s it was time for my mom to have her
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
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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
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‘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
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Know your numbers is a saying we hear often! Personal finances and business finances are what keep the wheels turning day in and day out 😉 This Advisory Perspective Series post is for anyone and everyone who keeps books and especially for those using QuickBooks Online! It is a pleasure to feature Debbi Allison, the
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If you have a 401K and are over the age of 50, you are able to make a catch-up contribution to your 401K. In 2024, there will be a change to the popular catch-up contribution. Heads up! Catch-up Contribution Eligibility The IRS defines a catch-up contribution this way. “A catch-up contribution is an elective deferral
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Student Loan repayment has been in the news of late. CNBC published an article this week that discusses the type of student loan and repayment information updates that may help you plan accordingly. Interest accrual is a key difference between the types of federal loans. There are two types of debt” a) the subsidized loan
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“It’s a blessing and a curse” – this phrase comes to mind when considering online accounts! The ease of signing up, clicking “yes” to terms of agreement and using technology on various devices is amazing and comes with caution. Image by 💖MORE ON 👉 https://melovess.com 💖 from Pixabay Digitization of Services No more “snail mail”,
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