Inflation is Coming! – Ways You Can Plan for Increased Prices

These days, inflation stares you in the face every time you fill the gas tank or go to the grocery store. Continue reading “Inflation is Coming! – Ways You Can Plan for Increased Prices”

401K Changes in 2022

401K Changes in 2022

Retirement plans change every year. Here’s how three major changes and one potential change are affecting 401K platforms in 2022. Continue reading “401K Changes in 2022”

How 1031 Exchanges Can Save You Money!

What is a 1031 Tax Exchange?

A 1031 Exchange is a method of deferring capital gains taxes on the sale of a rental property or other real estate investment. Continue reading “How 1031 Exchanges Can Save You Money!”

Customer Service Is Changing!

2022 Social Security Changes

The numbers for Social Security change every year. Here’s what to expect in 2022: Continue reading “Customer Service Is Changing!”

Pensions Are Under Attack!

How Do Mutual Funds Pay Out Dividends?

The bulk of mutual fund dividends and capital gains are distributed at the end of the year. Continue reading “Pensions Are Under Attack!”

Retirement Contribution Limits For 2022!

Why the Government is Like a Spouse with a Massive Spending Problem

In October 2021, the federal government extended the debt ceiling by $480 billion, effectively raising its spending limit to $28.9 trillion. Continue reading “Retirement Contribution Limits For 2022!”

Two Tools You Need To Use To Improve Your Net Worth!

The biggest financial issues most people have these days are debt and overspending. Owing money on high-interest loans or spending more than you can afford really drags down your net worth. Continue reading “Two Tools You Need To Use To Improve Your Net Worth!”

You Just Took A 5% Decrease In Pay!

Each month, we check the latest CPI numbers to see how things are looking. In July, we made a video about the numbers for June—and they were pretty interesting. Continue reading “You Just Took A 5% Decrease In Pay!”

How To Become More Valuable!

Everyone knows that assets minus liabilities equal your net worth. But have you thought about the control you have over this equation? Continue reading “How To Become More Valuable!”

The Retirement “Secure” Act 2.0!

If you’re familiar with the original Setting Every Community Up for Retirement Enhancement (SECURE) Act, you know that this legislation was passed in late December 2019. Continue reading “The Retirement “Secure” Act 2.0!”