Given possible increases in both w-2 and capital gain tax rates, you should consider tax loss harvesting which may be carried forward to future tax years.
FIDELITY.COM
Tax-loss harvesting | Capital gains and lower taxes | Fidelity
keep your head up and stay focused and determined.
MONEY.COM
Entry-Level Jobs Are Non-Existent Right Now. What's a New Grad to Do?
it will pay to delay
THINKADVISOR.COM
Don’t Claim Social Security Early on Fear of Benefit Cuts | ThinkAdvisor
by not planning - you have planned to fail.
THINKADVISOR.COM
Investors Should Add 5-8 Year ‘Cushion’ to Retirement Plan: Morningstar | ThinkAdvisor
THINKADVISOR.COM
Put Those RMDs Back. Now. | ThinkAdvisor
the sooner, the better !
SEEKINGALPHA.COM
How To Retire With $1.5 Million Starting At 40
The twice-monthly newsletter discusses everyday finance topics.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Finance News and More
Are no-contact payment systems really safe? Here's what to know.
CONSUMERREPORTS.ORG
The Many Ways to Make Contactless Payments
You've probably heard dozens of warnings about phishing scams and other fraud tactics, but the financial losses due to fraudsters have only been growing lately. Stay vigilant with these helpful tips.
CNBC.COM
Don't fall prey to these 4 common bank scams
Divorce happens. Here are a few areas of life that may be impacted when a marriage ends.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Finances & Divorce: What to Know
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WOODYWOODMANSEE.MYHOMEHQ.BIZ
Finance News and Updates
Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits.
USATODAY.COM
Just got a job offer? Be smart about your new benefit choices like health coverage, 401(k) savings levels
There could be many ways to try stretching your funds during retirement. A recent podcast offers a few things to think about.
NEXTAVENUE.ORG
How to Spend Less in Retirement: Fewer Lattes or The Big Cut?
Closing a business is rarely simple. Here are a few considerations to keep in mind.
CNBC.COM
Thinking of closing your business? Avoid these last-minute tax surprises
Whether you're saving more or less these days, it's important to review your plans and goals.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Has your situation changed?
be proactive and make sure your estate plan is up to date and protected from unnecessary estate taxes.
WEALTHMANAGEMENT.COM
A Biden Win to Bring Renewed Focus on Estate Planning for Advisor Growth
The twice-monthly newsletter discusses timely financial topics. Are you on the list?
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News and Insights
There's a lot to think about when it comes to claiming Social Security. Reach out if you ever have any questions.
NEXTAVENUE.ORG
When Should You Start Claiming Social Security?
Do you have questions about business expense deductions? The IRS has issued new guidance:
IRS.GOV
IRS issues final regulations on the deduction for meals and entertainment | Internal Revenue Service
Want to see how Social Security benefits in the U.S. compare to other countries? Wondering about overall trends? Take a look.
CBPP.ORG
Policy Basics: Top Ten Facts about Social Security
These financial losses don't have to happen. Here's what to watch out for.
AARP.ORG
Romance Scams Top List of Costly Scams for Older Adults
From timing to taxes, get to know your options.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Considering Your Social Security Options
The twice-monthly newsletter brings news and helpful information to your inbox. Stay informed and sign up today.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Finance Insights
Here's what some legal experts suggest when it comes to estate planning. Do you want to discuss what's right for you? Reach out anytime.
NATLAWREVIEW.COM
Top Ten Estate Planning Recommendations before the End of 2020
Learn more about making sure your estate plan works the way you want it to.
NEXTAVENUE.ORG
You Have an Estate Plan. Will It Work?
Do you have these essential documents organized and up to date? Here's what to know.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
4 Types of Legal Documents to Prepare
The IRS has released new information for taxpayers about standard deduction amounts, marginal rates and more. Take a look.
IRS.GOV
IRS provides tax inflation adjustments for tax year 2021 | Internal Revenue Service
The Securing a Strong Retirement Act of 2020 would affect RMD rules and student loan borrowers.
CNBC.COM
New retirement bill has perks for seniors, student loan borrowers
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Updates and Insights
How much can you really benefit from an employer 401(k) match? Find out:
CNBC.COM
Here's how much your company's 401(k) match could be worth in retirement
The IRS has outlined a few security tips to keep in mind during the holidays as well as 2021 tax season.
IRS.GOV
National Tax Security Awareness Week opens with warnings to all taxpayers and tax professionals as holidays, 2021 tax season approach | Internal Revenue Service
The twice-monthly newsletter brings helpful information to your inbox.
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Finance Insights and Updates
Do you want to support businesses who take good care of their employees? Here are a few that have boosted pay and benefits in 2020.
FINANCE.YAHOO.COM
These major retailers are spending millions of dollars to show employees appreciation
Here are a few guidelines for naming a qualified trustee.
FEDWEEK.COM
Making Sure Your Trustee is Trustworthy
Watch out for these common missteps, including lifestyle creep and inconsistent budgeting.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
5 Financial Mistakes Even Wealthy People Make
THEWEALTHADVISOR.COM
Should A Living Trust Be Beneficiary Of Your IRA?
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Stay on Track
Here's some information remote workers may want to keep on their radar.
CNBC.COM
Working remotely from different states? You could face additional state taxes next year
Are you curious about the tax rules for working from home? Here's an overview -- and as always, reach out with any questions you have.
NEXTAVENUE.ORG
The Tax Rules for Home Businesses and Working From Home
No one knows exactly what this year will hold, but these strategies may help you stay on track no matter what.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Looking Ahead: What to Consider for 2021
The IRS has added a question about cryptocurrency transactions to the new form 1040. Here's what to keep in mind.
FINANCE.YAHOO.COM
IRS is ‘setting the trap’ for bitcoin and virtual currency investors on 2020 tax form
As the wealthiest portion of the population gets older, it makes sense that businesses are pivoting to meet their needs.
BARRONS.COM
Aging Could Be the Next Booming Business
Get ready for tax season by reviewing a few essentials.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
5 Tax Considerations to Keep in Mind
Stay informed this year by signing up for the twice-monthly newsletter.
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Finance Insights
Feel free to share this information with someone who hasn't started planning yet. Do you have questions about estate planning? Reach out anytime.
NEXTAVENUE.ORG
Estate Planning Basics You Need to Know
Find out how a few small foundations are making surprisingly far-reaching impacts.
NYTIMES.COM
Small Donations Aiming to Make a Big Splash
tax credits will become more valuable as tax rates rise.
USATODAY.COM
Tax credits and tax deductions are not the same thing: What's the difference, which is better?
both good and not so good
THINKADVISOR.COM
10 Tax, Retirement Predictions for 2021: Jamie Hopkins | ThinkAdvisor
Have questions about sustainable investing? Find out how ESG factors may vary by company and industry.
CNBC.COM
Here's how companies factor in environmental, social and corporate governance concerns
Stay up to speed by signing up for the twice-monthly newsletter.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Finance Updates and More
Are you surprised to hear that Gen Xers are more anxious about money than baby boomers?
NEXTAVENUE.ORG
Why Gen Xers Are Way More Worried About Money Than Boomers
Here's the official overview of filing season dates and guidance for taxpayers from the IRS.
IRS.GOV
2021 tax filing season begins Feb. 12; IRS outlines steps to speed refunds during pandemic | Internal Revenue Service
feel free to pass along to your physician friends and colleagues
MEDSCAPE.COM
Medscape Physician Wealth and Debt Report 2019
Have you factored in these potential costs? Find out how to prepare.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
These 3 Expenses Can Surprise Retirees
keep it simple.
THEWEALTHADVISOR.COM
Why the broad stock market isn't in a bubble, says veteran investor
Are you surprised to hear that Gen Xers are more anxious about money than baby boomers?
NEXTAVENUE.ORG
Why Gen Xers Are Way More Worried About Money Than Boomers
Are you wondering about the security of peer-to-peer transaction platforms? Find out how you can help protect against fraud and financial loss.
CONSUMERREPORTS.ORG
Why P2P Payment Apps Aren't as Safe as Credit Cards
What will travel spending look like this year? No one knows for sure, of course, but here are a few possible trends to know about.
MONEY.YAHOO.COM
Here's what travel will look like this year
Here's the official overview of filing season dates and guidance for taxpayers from the IRS.
IRS.GOV
2021 tax filing season begins Feb. 12; IRS outlines steps to speed refunds during pandemic | Internal Revenue Service
feel free to pass along to your physician friends and colleagues
MEDSCAPE.COM
Medscape Physician Wealth and Debt Report 2019
Have you factored in these potential costs? Find out how to prepare.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
These 3 Expenses Can Surprise Retirees
keep it simple.
THEWEALTHADVISOR.COM
Why the broad stock market isn't in a bubble, says veteran investor
Find out how to help protect your wealth in 2021.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
4 Ideas to Help Safeguard Your Assets
such many options and variables to consider, please PROVIDE RESOURCES TO ASSIST WITH THIS MOST IMPORTANT DECISION.
INVESTMENTNEWS.COM
Social Security adds new guidance to online statements - InvestmentNews
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Finance News and Updates
Are you wondering about the security of peer-to-peer transaction platforms? Find out how you can help protect against fraud and financial loss.
CONSUMERREPORTS.ORG
Why P2P Payment Apps Aren't as Safe as Credit Cards
What will travel spending look like this year? No one knows for sure, of course, but here are a few possible trends to know about.
MONEY.YAHOO.COM
Here's what travel will look like this year
Here's the official overview of filing season dates and guidance for taxpayers from the IRS.
IRS.GOV
2021 tax filing season begins Feb. 12; IRS outlines steps to speed refunds during pandemic | Internal Revenue Service
note the projected returns for fixed income investments, consider non agency mortgages as an alternative. feel free to call or email me to discuss.
ADVISORS.VANGUARD.COM
Market perspectives: March 2021
During the pandemic, Americans have been abandoning cash in favor of making contactless payments. Do you think "tap and go" transactions are here to stay?
CNBC.COM
Another consequence of Covid: a world without cash
Look into a Roth conversion.
INVESTMENTNEWS.COM
Wealthier clients saving in 401(k)s may fall into tax trap - InvestmentNews
Have questions about helping your grandchildren with their education? Find out about 529 college savings plans and more.
NEXTAVENUE.ORG
How Grandparents Can Help Pay for College - Next Avenue
as interest rates rise, investors will evaluate the risk / reward scenario.
SEEKINGALPHA.COM
Stocks look to stabilize after wild ride in yields
Find out how to help protect your wealth in 2021.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
4 Ideas to Help Safeguard Your Assets
SMALL BUSINESS OWNERS ALWAYS SEE THE GLASS "HALF FULL "
WEALTHMANAGEMENT.COM
How Three Family-Owned Businesses Weathered the Pandemic
The twice-monthly newsletter brings timely insights to your inbox.
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Finance Insights and News
This information may help you (or your older relatives) avoid online scams. Take a look:
KIPLINGER.COM
Retirees, Protect Yourself From Thieves Online | Kiplinger
note the projected returns for fixed income investments, consider non agency mortgages as an alternative. feel free to call or email me to discuss.
ADVISORS.VANGUARD.COM
Market perspectives: March 2021
During the pandemic, Americans have been abandoning cash in favor of making contactless payments. Do you think "tap and go" transactions are here to stay?
CNBC.COM
Another consequence of Covid: a world without cash
Look into a Roth conversion.
INVESTMENTNEWS.COM
Wealthier clients saving in 401(k)s may fall into tax trap - InvestmentNews
Planning ahead? Find out how 10 types of retirement income may be taxed.
KIPLINGER.COM
How 10 Types of Retirement Income Get Taxed | Kiplinger
Are you wondering about the ins and outs of transferring wealth thoughtfully? Here are a few details to keep in mind.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Giving and Receiving Wealth: What to Consider
SMALL BUSINESS OWNERS ALWAYS SEE THE GLASS "HALF FULL "
WEALTHMANAGEMENT.COM
How Three Family-Owned Businesses Weathered the Pandemic
The twice-monthly newsletter brings timely insights to your inbox.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Finance Insights and News
This information may help you (or your older relatives) avoid online scams. Take a look:
KIPLINGER.COM
Retirees, Protect Yourself From Thieves Online | Kiplinger
note the projected returns for fixed income investments, consider non agency mortgages as an alternative. feel free to call or email me to discuss.
ADVISORS.VANGUARD.COM
Market perspectives: March 2021
Did you know millennials now represent the largest share of homebuyers in the U.S.?
BLOOMBERG.COM
Millennials Are Changing the Luxury Real Estate Market
What are the financial details to know about divorce? Learn about the tax implications of splitting up assets and more.
CNBC.COM
A divorce can derail your finances. Here are some money mistakes to avoid
Planning ahead? Find out how 10 types of retirement income may be taxed.
KIPLINGER.COM
How 10 Types of Retirement Income Get Taxed | Kiplinger
Are you wondering about the ins and outs of transferring wealth thoughtfully? Here are a few details to keep in mind.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Giving and Receiving Wealth: What to Consider
SMALL BUSINESS OWNERS ALWAYS SEE THE GLASS "HALF FULL "
WEALTHMANAGEMENT.COM
How Three Family-Owned Businesses Weathered the Pandemic
The twice-monthly newsletter brings timely insights to your inbox.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Finance Insights and News
Be proactive - if you wait, it will cost you and your heirs - DEARLY
THINKADVISOR.COM
Sen. Bernie Sanders Introduces Estate Tax Bill | ThinkAdvisor
Everyone's goals are a little different, but it might be helpful to review these common milestones as you build your own plan.
WOODYWOODMANSEE.MYHOMEHQ.BIZ
Retirement Milestones for Your 50s
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Stay Informed
Did you know millennials now represent the largest share of homebuyers in the U.S.?
BLOOMBERG.COM
Millennials Are Changing the Luxury Real Estate Market
What are the financial details to know about divorce? Learn about the tax implications of splitting up assets and more.
CNBC.COM
A divorce can derail your finances. Here are some money mistakes to avoid
Planning ahead? Find out how 10 types of retirement income may be taxed.
KIPLINGER.COM
How 10 Types of Retirement Income Get Taxed | Kiplinger
