by oakcrestuser | Mar 18, 2022 | Personal Finance, Tax Planning
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to manage...
by oakcrestuser | Mar 4, 2022 | Estate Planning, Tax Planning
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred...
by oakcrestuser | Oct 26, 2021 | Personal Finance, Retirement Planning, Tax Planning, Uncategorized
Social Security beneficiaries will soon see the biggest jump in monthly checks in 40 years. How to prepare People who collect Social Security are about to see bigger checks. The cost-of-living adjustment in 2022 will be 5.9%, the Social Security Administration said...
by oakcrestuser | Oct 1, 2021 | Business Planning, Education Planning, Estate Planning, Investing, Personal Finance, Retirement Planning, Tax Planning, Working with a Financial Advisor
Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to answer that question. Vanguard’s...
by Diane Olinger | Sep 17, 2021 | Personal Finance, Retirement Planning, Tax Planning
What you need to know about Plan F and Plan G. As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might not be sold after 2020 and Medigap Plan G will be undergoing some changes.1 These changes only impact new...
by Diane Olinger | Sep 14, 2021 | Personal Finance, Retirement Planning, Tax Planning
Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65.1 If you are not receiving Social Security benefits at 65, you...
