by Gayle Evezich | Jun 25, 2021 | Retirement & Investing |
The Child Tax Credit Update portal is now available to those who choose to opt out of receiving advance child tax credit monthly payments. Background: The American Rescue Plan (which was signed into law in March of 2021) increased the child tax credit from $2000...
by Damian Dunn | Jun 17, 2021 | Buying a House, Buying a House, Housing, Mortgages, Retirement & Investing, Savings |
Hi! I have what would be considered a high-quality problem. Last Dec, I started a great job with a great company. Excellent benefits, nice co-workers, etc… I took the job even though I knew the 3 hr round trip commute would be too much for me with the mindset...
by Lisa Whitley | May 27, 2021 | Age-based Topics, Age-based Topics, Distribution, Retirement & Investing |
Recently, Fidelity came out with a study stating that the average male retiree would need $143,000 for out of pocket medical costs in retirement not including long term care; for women, the estimate is $157,000. For a couple, $300,000. I nearly fell off of my chair!...
by Lisa Whitley | May 26, 2021 | Age-based Topics, Age-based Topics, Distribution, Retirement & Investing |
According to recently published research, an increasing number of Americans aspire to retire early (some very early in fact). In 2020, 18% of survey respondents set their target retirement age at 59, which was a significant increase from prior years. If you have an...
by Damian Dunn | May 20, 2021 | Retirement & Investing |
On Monday May 17th the Biden administration announced updates to the monthly payment of the Child Tax Credit. The American Rescue Plan (which was signed into law in March of 2021) increased the child tax credit from $2000 per child and is now fully refundable. In...
by Lisa Whitley | May 5, 2021 | Basics of Investing, Distribution, Retirement & Investing, Savings, Taxes |
If you have a retirement account, either through your employer or on your own as an IRA, it is more likely that you have a traditional type (pre-tax) account rather than a Roth account. This is not surprising as Roth IRAs were only introduced in 1997 and many...
