Within The Financial World

This is an ongoing struggle for younger home buyers that have to deal with high interest rates and increasing values of existing real...

Everyone is watching the clock that continues to take towards the end of 2025 when major tax matters will revert/Sunset back to where they were...

Hopefully Janet Yellen is correct with the information she is touting… only time will...

This is long overdue, good news if it continues. It has been quite a struggle with significant interest rate increases by the federal reserve....

This is truly a very sad state of affairs when the parents have adult children & are sacrificing their retirement years for their children due...

The Feds aggressive position in increasing interest rates, apparently is going to subside and possibly start to reduce sometime during the second...

Looks like Generation Z is getting the “ short end of the stick” on housing...

Deep concerns are being addressed, relating to generation Xers potential retirement in the near...

There is no better place to be than in the good old USA… the proof in the pudding is the history that we adhere...

This is a rather startling bit of information, in my view. Watch my lips.” Prenup… Prenup…...

Puerto Rico has significant income tax advantages to their island residents… Many that have enjoyed significantly high income in the USA, have...

In my opinion, regardless of your wealth and net worth, the following should be carefully considered as it relates to your ultimate wishes, and the...

In my opinion, it was just a matter of time before the IRS would consider increasing income...

SURPRISE SURPRISE, who would’ve thought that the market for purchasing a new home is still relevant, considering high prices, and extraordinarily...

The matter of a significant Social Security failure appears to be eminent as this particular article, in my opinion, adds significant clarity to the...

With the significance of inflation, hurting most of America, and beyond, long comes income tax adjustments that are implemented as a result…! ...

Information that has been given to us over the years apparently has been incorrect relating to the cross-section of America’s highest income...

As has been proven time, and time again, no one can predict the future in good times, or in bad. The only proven consistency overtime has been to...

The continued spending has fueled the growth in the economy, even though everyone complains about inflation… Go figure that one...

Who would have believed that this would be possible? Obviously, statistics show that corporations growth patterns are extraordinarily better working...

Enclosed, you will find the newest, updated, IRS tax brackets for standard deductions beginning January 1, 2024. In some instances, depending on...

For many years, the southern states, most especially Florida, was a retirement haven for seniors. However, according to this study, there are other...

The US retiree is a major factor in the workforce in America before Covid, and since...

I thought you might be interested in the enclosed changes contemplated for 2024 with the Social Security act...

The Fed has decided to hold interest rates at the current level, rather than an increase, or, as we were, hoping, even a slight decrease… there...

I am uncertain as to whether this bill could ever pass the scrutiny of Congress, however, it’s important to know, that it is being given thought...

These are unprecedented times when you have mortgage interest rates, hovering in the range of 7%, while at the same time, real estate values...

Ed Slott, CPA, is among the formost authorities on tax matters in the USA… I believe the following information should be considered as part of your...

In my opinion, this is one of the most effective methods for accumulating assets, over a lifetime, as they are not taxed, while they are growing and...

There is a lot to consider in up routing yourself, and your family primarily to save taxes. Although the motivation is certainly one of a monetary...

Having been in the financial services business for more than 50 years, I can certainly attest to the accuracy of this information. Beyond the issue...

There was an old story that says “the game is not over until the fat lady sings “… Suffice it to say, there is going to be a great deal of...

This is another subject that is very difficult to gauge. Yes, there are parts of the USA that allow a retiree to take advantage of the equity in...

This is truly a sad state of affairs, with our current youth, that are not enthusiastic about the future relating to their financial...

Studies have shown that men have accumulated more assets in their employer, sponsored 401(k) plans then women. There are a number of reasons why...

This is a critically component in making a decision as to when to take IRA/401(k) withdrawals from your tax qualified accounts. Depending on the...

Receiving a large inheritance from your parents, while at the same time, not feeling educated enough to manage the funds is a very big problem…...

What is inflation dropping from a 40 year high of 9% to a current level of 3% as many of the economist somewhat confused. We are receiving different...

This question is one that constantly reappears with no finite answer… much of the decision has to do with one’s total finances available at...

Another increase in the Fed rate continues to make borrowing a very difficult situation for those that are seeking loans for mortgages, automobiles,...

Any consideration of raising the retirement age in order to receive Social Security benefits, will be met with a great deal of opposition. This...

The $64,000 question??? Will we have a recession or not ? Many of the prognosticators have taken their “ foot off the gas”, as it relates to...

Heloc’s have exploded throughout the USA in the last couple of years, since the pandemic, because real estate values have increased, in many cases,...

The rejection of loans has increased significantly for new homebuyers, and those that are purchasing a new automobile. Much of the reasons as to do...

Asking your parents for financial assistance, in my opinion, it’s some thing that I am very much opposed to. Yes, there are certainly reasons why...

https://www.wealthmanagement.com/high-net-worth/family-enterprises-last-100-years

https://www.fa-mag.com/news/tom-petty-estate-still-in-dispute-45228.html

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https://www.fa-mag.com/news/congress-s-secure-act-could-ruin-your-client-s-401-k-50782.html

https://www.fa-mag.com/news/good-summertime-tax-moves-for-high-net-worth-clients-50780.html

https://www.fa-mag.com/news/cyber-security-expert-warns-audience--a-buck-will-buy-your-identity-44513.html?utm_source=FA+Subscribers&utm_campaign=...

https://www.fa-mag.com/news/social-security-woes-change-retirement-planning-44517.html

https://www.fa-mag.com/news/all-the-stuff-bears-are-saying-to-spoil-the-s-p-500-record-party-44482.html

https://www.wealthmanagement.com/investment/different-perspective-sequence-returns-risk-around-retirement

https://www.wealthmanagement.com/wealth-planning/future-social-security-question

https://www.fa-mag.com/news/better-inflation-targets-will-help-in-recessions-44453.html

https://www.fa-mag.com/news/range-of-outcomes-44373.html

https://www.fa-mag.com/news/s-p-500-s-path-to-record-goes-through-favorable-tech-setup-44450.html

https://www.fa-mag.com/news/the--absurd--muni-market-signal-showing-salt-tax-pinch-44418.html

https://www.fa-mag.com/news/most-americans-don-t-have-a-written-financial-retirement-plan-44471.html

https://www.fa-mag.com/news/there-s-a-middle-class-threat-to-the-fabric-of-global-economy-44282.html

https://www.fa-mag.com/news/we-re-not-even-close-to-the-next-great-recession-44264.html

https://www.wealthmanagement.com/high-net-worth/nine-common-mistakes-when-filing-private-foundation-tax-returns

https://www.wealthmanagement.com/estate-planning/eighteen-estate-planning-lessons-game-thrones

https://www.fa-mag.com/news/withdrawal-rates-for-asset-preservationists-43966.html

https://www.fa-mag.com/news/more-than-half-of-americans-want-to-live-to-100-44266.html

"Alaska is one of five states with no state sales tax; one of seven states with no personal income tax; and with New Hampshire, one of only two...

https://www.fa-mag.com/news/grandparents-spending--179-billion-annually-on-grandkids--aarp-44245.html

https://www.fa-mag.com/news/top-senate-democrat-touts-annual-capital-gains-tax-ahead-of-2020-44135.html

https://www.fa-mag.com/news/oil-strategist-streible-expects-price-to-rise-over-next-few-months-44110.html

https://www.fa-mag.com/news/parents--long-term-care-remains-a-potential-liability-for-children-43986.html?utm_source=FA+Subscribers&utm_campaign=6...

https://www.fa-mag.com/news/u-s--investors-lost-twice-as-much-as-the-s-p-500-in-2018-43995.html

https://www.wealthmanagement.com/philanthropy/giving-last-third-life

Although we have been dealt a poor hand when it comes to the pandemic which has affected the economy, I do not believe that the system will reduce/...

The opportunity to borrow funds from your 401(k) plan under the Cares act, Has helped many who were in desperate need of financial assistance due to...

That's a very good observation. *Click Read More for the articles link*...

A powerful argument! *Click Read More for articles link to learn more*...

That's an interesting point of view. *Click Read More for articles link*...

IRS Finally Says Back-Door Roths Are OK...

"Schwab Switching To Subscription-Based Fee In Netflix-Like Move"...

"Far above Center City, Blackstone's Philly outpost helps hedge fund clients dodge taxes," story link -...