Category: Taxes
A Looming Debt Ceiling
If you follow business/financial news at all, it’s likely that you’re aware of the looming debt ceiling crisis. In this month’s …
SECURE 2.0 Act: If You Don’t Know, Now You Know
On December 23, 2022, Congress passed the SECURE 2.0 Act. This comes roughly three years after the original SECURE Act which was …
The 101 on I Bonds
Before diving into a 101 on I Bonds, let’s first acknowledge that they’re the most boring investment that we’re recommending …
End of Year Planning
Some end-of-year housekeeping and planning strategies to close out the year on a good note: Review your portfolio: with upcoming …
Federal Tax Proposal – A Summary
The Biden administration recently announced a number of tax proposals to fund new government investments. The current version may not …