You (and your friends) are invited to join a Social Security Benefit Options educational workshop hosted by Ash in Lewisburg! See the attached flyer below for more details. Register online at myafea.org/chapterevent/4525
Author: Ash Toumayants
Social Security Workshop – Lewisburg
You (and your friends) are invited to join a Social Security Benefit Options educational workshop hosted by Ash in Lewisburg! See the attached flyer below for more details. Register online at myafea.org/chapterevent/4525
Megadrought in the Southwest
Heading image: The tall bleached “bathtub ring” is visible on the rocky banks of Lake Powell on June 24, 2021 in Page, Arizona. Photo: Justin Sullivan (Getty Images) You may have seen images of dried-up lakes and reservoirs in the American Southwest but might not realize that this particular drought recently ‘celebrated’ its 22nd… Continue Reading Megadrought in the Southwest
QCDs to the Rescue
When the 2017 Tax Cuts and Jobs Act raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for singles), and lowered individual tax rates, an unintended consequence was to reduce the tax benefits of making charitable donations. Fewer taxpayers were itemizing, which means their donations didn’t count as deductions. Itemizing taxpayers—including people who… Continue Reading QCDs to the Rescue
Market Mysteries
Financial planning professionals often hear people confess, sometimes in embarrassment, that they don’t really understand investing or the markets. The investing part is pretty simple: you put together a thrifty portfolio (meaning low annual internal expenses) with a mix of U.S. and international stocks and bonds, leavened perhaps with real estate or gold. The precise… Continue Reading Market Mysteries
The Real Job Picture
Anecdotally, we hear that anybody who wants to find a job today will find him/herself in a competitive bidding situation. There are articles that advise job seekers on how to manage competing salary offers, while articles for employers offer advice on how to avert bidding wars for valuable members of their staff. Other articles simply… Continue Reading The Real Job Picture
Unwelcome Omicron
It seems like the Coronavirus still has a few nasty tricks up its sleeve. The latest is what has been called the Omicron variant, a new strain of the virus with multiple mutations that may enable it to spread more quickly than even the Delta variant that caused an unexpected pandemic resurgence. The new variant,… Continue Reading Unwelcome Omicron
Medicare Annual Election Period FAQ
Yes, it’s that time again! The Annual Election Period (AEP) begins on October 15 and ends on December 7 of this year. This is an important time, and you will likely receive many communications regarding the upcoming Annual Election Period. Below are some frequently asked questions to prepare you for the upcoming open enrollment period.… Continue Reading Medicare Annual Election Period FAQ
Will Social Security Go Bust?
You may have read that the Social Security Trust Fund is due to be depleted in 2033, a year earlier than previous projections. This sounds alarming, except for several caveats. First, the projected date of depletion has been in the 2035 range for the past decade, so this shift is really nothing new—or particularly alarming.… Continue Reading Will Social Security Go Bust?
Tax Code Anomalies
Congress is getting ready to revise the U.S. tax code once again, and you can bet that the final version won’t be subtracting any pages from a document that now contains nearly 10,000 selections and two million words. Over the past 10 years, alone, the tax code has been amended or revised over 4,000 times,… Continue Reading Tax Code Anomalies