2023 New Year’s Resolution

At the start of the year, it’s a great time to make a resolution to take care of your financial health.  A good start?  Review your paystub, employer provided benefits and overall financial plan:   Will you turn age 50 in 2023? Include the $7,500 annual...

Reminder – 4th Q Estimated Taxes Due Jan. 17.2023

If you pay estimated tax payments, don’t forget that the 2022 4th quarter’s payment is due on Tuesday, January 17, 2023. If you’re self-employed or have other income without any tax withholding, and you make quarterly estimated tax payments, this is...

IRS announces Higher Standard Mileage Rates For 2023

From the IRS News Article – IR-2022-234, December 29, 2022 The Internal Revenue Service today issued the 2023 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes....

RE: 2023

Personal financial planning is an ongoing process. Financially speaking, 2022 was a challenging year for many of us. For the first time in many years, the stock markets were well off their all-time highs. Real estate prices around the country are teetering from their...