Here's a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HSA and FSA maximums, and social security maximum taxable earnings. As a highlight, the 401(k) limit … [Read more...]
Best Financial Planners and Top Wealth Managers 2023 – D Magazine
The D Magazine lists for Best Financial Planners and Top Wealth Managers for 2023 have recently been released. We're delighted to once again be included in both of them. Patty Priddy and Jean Keener have again been named to the Best Financial Planners list. According to D Magazine, they compile … [Read more...]
Cash vs. Bonds in 2023
Now that interest rates are higher, you may be wondering whether it makes sense to invest in a bond fund when you can earn a relatively high rate of return on cash through money market, CDs, treasuries, or a savings account. These feelings are especially understandable after 2022, a rare year in … [Read more...]
Buying a car in the 2020s
Buying a car? I’d always heard that your vehicle was a depreciating asset. Outside of classic cars, the joke was always “you lose 50% of the value the minute you drive it off the lot.” Then COVID came along and it seemed that the reverse might be true. Used cars were suddenly appreciating … [Read more...]
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