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25 Financial Moves To Consider Making Before December 31st

December 9, 2024

It’s worth focusing on practical financial strategies to consider before the end of the year. It will also help lay the groundwork for a financially successful year ahead.

14 Money Moves You Will Be Thankful For

November 12, 2018

November is not only the perfect time to give thanks for all that is good in life and embrace gratitude ahead of the holiday season, it's also a great time to take action to improve your financial situation. CLICK ON THE HEADLINE FOR MORE

Three Bad IRA Mistakes You Can Avoid

September 10, 2018

The money you save by avoiding IRA mistakes can make a big difference in your security and standard of living in retirement. CLICK ON THE HEADLINE FOR THREE BAD ONES TO AVOID

Recent Posts

Trump’s ‘Big Beautiful Bill’ Promises ‘No Tax On Tips And Overtime’, But There’s A Limit—Here’s Who QualifiesJuly 14, 2025 - 7:52 pm
The new law introduces two above-the-line deductions — one for tips and one for overtime pay. This allows eligible workers to deduct certain income from their federal taxable income, reducing how much they owe in federal income taxes. However, this does not eliminate all taxes on that income.
Big Beautiful Bill Tax Changes By Income Bracket: Who Gains And Who Loses?July 7, 2025 - 5:39 pm
An analysis paints a mixed picture of the “Big Beautiful Bill”—officially known as the One Big Beautiful Bill Act. The sweeping tax overhaul shifts benefits and burdens in surprising ways.
The Child Tax Credit Could Be Worth Over $2,000 Under Republicans’ Spending Plan—But Millions Of Families Would Be Ineligible For Full BenefitJune 30, 2025 - 7:00 pm
Despite the potential increase that Republican lawmakers are pushing to boost the child tax credit as part of their budget reconciliation plan, approximately 17 million children would still not qualify for the full credit.
New Tax Break Could Give Seniors Up To $6,000 More In DeductionsJune 23, 2025 - 9:43 pm
Americans who are 65 and older will enjoy a hefty new tax break if the massive tax package currently being debated in Congress becomes law,
Goodbye To Retirement At 65: Social Security Sets New Retirement Age From 2026June 16, 2025 - 8:08 pm
The upcoming changes to Social Security are part of a long-term reform plan first introduced in 1983 to help ensure the financial stability of the program. One of the most important updates is the increase in the Full Retirement Age (FRA).
Seniors May Soon Get A Larger Income Tax DeductionJune 9, 2025 - 6:09 pm
This proposed benefit, dubbed the “senior bonus,” is part of the One Big Beautiful Bill Act, which was passed by the House in late May. Its goal is to help ease financial strain on retirees—particularly those with moderate incomes.
Eight HSA Changes In The ‘One Big Beautiful Bill’ Could Benefit Retirement SaversJune 2, 2025 - 7:04 pm
HSAs are getting a glow-up in the pending tax bill. Those 55+ and workers enrolled in Medicare Part A have more opportunity to save for medical costs in retirement.
What To Know About Trump’s ‘No Tax On Tips’ Pledge In The GOP Budget BillMay 27, 2025 - 7:50 pm
The proposal has gained bipartisan support from lawmakers, the public, and business groups, especially those in the service industry. However, critics argue it could cost the government billions while offering limited benefits to low-income workers.

Tag Archive for: beneficiary designation

25 Financial Moves To Consider Making Before December 31st

14 Money Moves You Will Be Thankful For

Three Bad IRA Mistakes You Can Avoid

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