By Elaine Floyd, CFP ® An integrative caregiving plan can help you contain costs and take advantage of the various planning and health care resources available. The wild card in any financial plan is the length and severity of the aging process. Longevity coupled with incapacity can decimate a family’s resources, forcing adult children to not …
By Devin Kropp, Horsesmouth Associate Editor The latest data breach may have you worried about your personal information. Learn about a simple step you can take to protect your identity today. The latest data breach may have you worried about your personal information. Learn about a simple step you can take to protect your identity …
By Debra Taylor, CPA/PFS, JD, CDFA While national focus has been on uncertainty around new tax laws, there are many individual tax-planning opportunities you should consider before year-end to ensure you are getting the best deal while staying compliant. Although the Tax Cuts and Jobs Act of 2017 and SECURE Act of 2019 captured national …
9 Reasons You Should Consult With Your CPA Before Year-End Read More »
By Elaine Floyd, CFP ® Some of our best investors rose from the ashes of devastating events. As you tackle the challenges of the current market environment, take inspiration from investors who persevered, survived, and prospered. “Regardless of who you are or what you have been, you can be what you want to be,” said W. …
Motivational Quotes from Legendary Wall Street Investors Read More »
By Elaine Floyd, CFP ® Each year, the Social Security Administration (SSA) announces the cost-of-living adjustment for the next year. Whether you are retired or not, you should be aware of what the changes mean. In October, the Social Security Administration announced that the cost-of-living adjustment (COLA) for 2025 is 2.5%. The increase shows up in …
The Cost-of-Living Adjustment and What It Means For You Read More »
By Elaine Floyd, CFP ® Retirement planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at the major factors: housing, activities, lifestyle, life expectancy, and unexpected events. The first step in any retirement income plan is to envision your retirement and make some decisions about how you …
5 Questions to Ask Yourself 5 Years Before You Retire Read More »
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