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You’re About to Retire: Here are 7 Tips to Stay Independent
Independence is important in retirement. The more independent retirees are, the more fulfilling their retirement is likely to be. However, living independently as you age isn’t always easy and may take some degree of planning well before you are even ready to retire.
Treasuries: Who’s Buying and Why it Matters
As the Federal Reserve (Fed) continues with its Quantitative Tightening (QT) program, questions abound regarding the Treasury Department’s expanding funding needs.
How Portfolio Diversification Can Be Sweet Like a Box of Chocolates
In the world of investing, risk and reward go hand-in-hand. To help manage risk and reward, investors often utilize a portfolio diversification strategy that mitigates risk while working toward accumulation across asset classes.
2024 Tax Brackets: How They Could Increase Your Take-Home Pay
As people settle into the New Year, some may notice a slightly larger paycheck deposited into their account. The Internal Revenue Service (IRS) implemented new federal income tax brackets, allowing some Americans to keep more of their income instead of handing it over to the government.
Will the January Barometer Come Through?
A positive January has historically been a bullish sign for stocks. Yale Hirsch, creator of the “Stock Trader’s Almanac”, first discovered this seasonal pattern back in 1972, which he called the January Barometer and coined its popular tagline of ‘As goes January, so goes this year.’
IRS Announces New 2024 Income Tax Brackets
It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to the standard deduction and tax brackets for the year 2024. These modifications, affecting filers who do not itemize their...
Protect Yourself From Tax Identity Theft as You Approach Retirement
Tax identity theft is a serious type of fraud that affects individuals of all ages and stages of life. To steal a person's tax identity, a scammer uses that person's Social Security number and other personal and financial information to fraudulently file a tax return...
Will Shipping Disruptions Alter Fed Plans?
Shipping disruptions in the Red Sea could temporarily impact goods prices but not at the same magnitude as during the pandemic. Tight financial conditions, slowing economic growth, and a disinflationary trend all support the Federal Reserve’s (Fed) pivot away from tightening monetary policy to easing in the new year.
Four Financial Lessons To Learn From Dr. Martin Luther King, Jr.
Although Dr. Martin Luther King Jr. is known for his role in the American Civil Rights Movement and advocacy for nonviolent protests, a deeper examination of his life offers several valuable financial lessons. From fiscal responsibility to estate planning to the value...
2024 Challenge of 401(k) Catch-Up Contributions
Retirement planning has become a puzzle of intricate legislation, and the recent changes brought about by the SECURE 2.0 Act have only added more complexity. While some alterations aim to enhance the retirement landscape, others have sparked confusion and concern,...