Private Sector Information
Estimated 2024 COLA to be Under 3%
The latest July 2023 CPI-W numbers are in. What is the impact on the 2024 COLA? Estimates are showing that the 2024 COLA may be
Donor-Advised Funds: A Simple Guide
Donor-Advised Funds (DAFs) have gained significant traction in the world of philanthropy, providing a versatile and streamlined approach to charitable giving. Whether you’re a
Understanding Beneficiary Designations: Per Stirpes
When it comes to estate planning, beneficiary designations play a crucial role in ensuring your assets are distributed according to your wishes after your passing.
Series I Savings Bonds – Still Worth Buying?
Are I bonds still worth purchasing? It was only a few months ago that I bonds were paying 6.89%. As of today, I bonds are
IRS Tax Penalties Explained
Are you a W2 employee or 1099? Are you receiving a fixed pension? With any of these, tax penalties can be severe if you incorrectly
Social Security and the Retirement Earnings Test (RET)
It is important to be mindful of the Retirement Earnings Test (RET) if you decide to take Social Security before your full retirement age (FRA).
ROTH CONVERSIONS: 2023 IS A GREAT OPPORTUNITY
