Financially Speaking Blog
How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground, and money arguments frequently erupt. But you can learn to work with – and even…
Economic Fallout and Elections: Myth vs. Reality
The upcoming presidential election is already dominating the news. While many people presume if their preferred candidate doesn’t win there will be negative economic fallout, more than 90 years of…
Key Retirement and Tax Numbers for 2024
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of…
What To Know When You Turn 65
Certain birthdays a particularly momentous. When you turn 16, you can drive and when you turn 21, you can go out for drinks with friends. But 65 is perhaps your…
How 2023 Will Affect Your 2024
How 2023 Will Affect Your 2024 There were several financial developments in 2023 that may have positive impacts on your 2024 financial strategy. U.S. News and World Report article, 7…
Do You Have These Key Estate Planning Documents?
Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning…