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How Much Will Healthcare Cost in Retirement?

How Much Will Healthcare Cost in Retirement?

You’ve dreamed big, planned carefully, invested well, and you’re ready to enjoy life in retirement! Then the looming questions come, putting a damper on your enthusiasm: what about healthcare? How much will insurance cost? What about unexpected hospital stays? What if...

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What’s in the Inflation Reduction Act of 2022?

What’s in the Inflation Reduction Act of 2022?

President Biden signed the Inflation Reduction Act of 2022 into law on August 16 and includes notable changes to corporate taxes, Medicare prescription drug prices, and tax credits for clean energy and electric vehicles. Forbes notes that, because many of the...

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Are Inflation & Interest Rates Peaking?

Are Inflation & Interest Rates Peaking?

In June, the Consumer Price Index report showed that inflation rose 9.1% in the last year, a level not seen in more than 40 years. Inflation has been the dominant economic theme of 2022, holding its high level for longer than many economists expected. In response, the...

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Is the U.S. Headed for Recession?

Is the U.S. Headed for Recession?

The first two quarters of 2022 marked the worst start for the stock market since 1970. Stocks entered bear market territory, defined as a decline of 20% or more. The headwinds of inflation, interest rates, and war in Ukraine have injected a big dose of what the market...

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How Does Charitable Giving Help Reduce Taxes?

How Does Charitable Giving Help Reduce Taxes?

If you’ve worked hard and planned well, you’re likely to accumulate more wealth than you’ll need in your lifetime. You might also feel like that annual income tax bill is growing ever larger, before even considering the future impact of estate taxes. Giving to charity...

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