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 »
By Elaine Floyd, CFP ® If you’ve been covered by a generous employer group health plan, you may be in for a rude awakening when you retire. Here are some tricks for keeping health care costs under control after you retire. Although the government may subsidize some of your health care costs under the Medicare program, …
How to Keep Health Care Costs Under Control in Retirement Read More »
By Elaine Floyd, CFP ® Celebrities have enough money to hire the best estate planning lawyers. You would think celebrities, of all people, should have ironclad estate plans that keep their affairs private, leave money and possessions to the people they love and the charities they care about, and take advantage of legal ways to avoid …
By Elaine Floyd, CFP ® For the past four decades, age 65 marked the time when you would leave your job, start your pension, file for Social Security, and enroll in Medicare. Not anymore. Since then, the retirement landscape has changed. Full retirement age for Social Security is 66 or 67. The traditional corporate pension has …
Do You Need to Sign Up for Medicare at 65 if You’re Still Working? Read More »
By Amy E. Buttell and Elaine Floyd, CFP® As super storms and natural disasters continually remind us, it’s important to have an emergency plan ready to go so when disaster strikes, your most valuable assets are protected. Financial planning typically involves anticipating future expenditures like retirement, for example, or paying college tuition bills, and then …
Disaster Planning: Steps for Guarding Your Assets Read More »
By Debra Taylor, CPA/PFS, JD, CDFA Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can create havoc within the family if not handled correctly. We discuss below six documents that you should have in order to protect the wealth and the harmony of the family. 1. An updated estate …
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