Charity, Giving Back As we start to recover from our Thanksgiving turkey overdose, we are enticed out of bed by Black Friday and Cyber Monday deals. While enamored with 40 percent off and free shipping, the meaning of the holiday season can be lost in a dash to get the latest tech gadget. Enter [...]
With the possibility of a trade war resolution, investors who have been keeping cash on the side lines may start jumping into the market. With over 10,000 mutual funds available, many investors still use this vehicle as their primary investment tool. You’ll keep more after-tax income if you avoid these three mistakes. 1. Judge a [...]
Georgia ranks as one of the most tax friendly states for retirees. Georgia does not tax Social Security benefits and provides a deduction of $65,000 per person on all types of retirement income for those individuals 65 and older. Most counties within Georgia also provide for additional senior exemptions as a means to lower [...]
On October 10, the Social Security Administration (SSA) announced that recipients will be receiving a 1.60% raise in January 2020 in the form of a cost-of-living adjustment. SSI recipients will receive their increased paychecks in December 2019. The raise is lower than the last couple of years because inflation in the third quarter (July, [...]
Fall is open enrollment for many employer benefit plans. Employee stock plans are a great way to build wealth and help you reach your financial goals. Confusion over these plans often leads to costly mistakes. Thanks to Fidelity for helping with their 6 Employee Stock Plan Mistakes to Avoid.
Many people have been asking, "What do I do when the IRS calls me?" The answer: The IRS, and other government organizations like the DMV or Social Security Office, will never call you unless you called them first. However, tax season is prime time for scam phone calls and emails. Email phishing scams were up [...]