Why did you become a financial planner? After being at home with my sons for 17 years, I decided I wanted to re-enter the workforce. Prior to having children, I spent a number of years doing consulting, database and IT work for several large companies, but time had passed and I wanted to find a … [Read more...]
Search Results for: social security
Interview with Trista Jacobs, CFP®, CPA*
Why did you become a financial planner? I was introduced to the world of investing and planning when I was very young. One of my uncles opened his USA Today to the Money section, and I was in awe of the sheer quantity of tiny numbers on that page! I asked him what each of them meant. He … [Read more...]
2024 Key Financial Planning Numbers
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...]
Securing Your Digital Life
In a world where the majority of our financial, professional, and personal transactions are conducted online, taking steps to secure your digital life is no longer optional. Cybercrime continues to increase each year. Consider these statistics: At least 330 million people were victims of some … [Read more...]
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