by Joanne Tackes | Jun 28, 2024 | College Planning, Financial Planning, Joanne Tackes
Created in 1996, Section 529 plans – named after section 529 of the Internal Revenue Code – have become one of the most popular ways to save for education expenses. These plans offer numerous tax advantages. Most notably, earnings in a participant’s account grow...
by Phillip Kashin | May 17, 2024 | Financial Literacy, Financial Planning, Phillip Kashin
A single percentage point increase in mortgage rates can mean hundreds more in monthly payments and potentially hundreds of thousands more over the life of the loan. With today’s high rates, you should at least consider buying down your rate or negotiating with...
by Phillip Kashin | Feb 8, 2024 | Financial Planning, Investing, Phillip Kashin
A Qualified Charitable Distribution (QCD) involves a transfer of funds from your IRA custodian directly to a qualified charity. Not only do QCDs count towards meeting your IRA required minimum distributions (RMDs) for the year, but they also come with distinct...
by Phillip Kashin | Dec 21, 2023 | Financial Planning, Phillip Kashin, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2024 retirement account savings. How different will your retirement contributions look in 2024? Let’s take a look… IRA Contribution Limits have increased by $500 for 2024. If...
by Joanne Tackes | Oct 5, 2023 | Financial Planning, Joanne Tackes, Taxes
Our federal income tax system is progressive – meaning that the tax rate imposed increases as your income increases. See the 2023 tax brackets below for those filing a joint return with their spouse. Married Filing JointTaxable Income RangeTotal Tax DueTax...
by BartleyFinancial | Aug 14, 2023 | Financial Planning, Phillip Kashin
We are happy to introduce our newest team member, Phillip Kashin, an aspiring CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Phillip shares our passion for helping our clients achieve their life goals through sound financial planning. A Purpose-Driven Transition...
