Archive - 2019

1
Both Spouses Need to Increase their Financial Literacy
2
#Tax Refund this Year? Maybe, Maybe not
3
Credits and Deductions
4
5 Lessons Learned from the 10 Year US Bull Market
5
Saving in Retirement

Both Spouses Need to Increase their Financial Literacy

The post Both Spouses Need to Increase their Financial Literacy appeared first on Yardley Wealth Management, LLC.

The New York Times recently ran a great article about financial literacy. Business school professors…

The post Both Spouses Need to Increase their Financial Literacy appeared first on Yardley Wealth Management, LLC.

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#Tax Refund this Year? Maybe, Maybe not

The post #Tax Refund this Year? Maybe, Maybe not appeared first on Yardley Wealth Management, LLC.

There has been a lot of talk about tax refunds or the lack thereof. People…

The post #Tax Refund this Year? Maybe, Maybe not appeared first on Yardley Wealth Management, LLC.

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Credits and Deductions

Let’s talk a little bit about tax credits and tax deductions. Both can be used to help reduce or avoid taxation but behave differently when it comes to doing so. Tax deductions are beneficial because help lower the amount of your income subject to taxation. Deductions may be either “above the line” or for AGI, or “below the line” or from AGI. The line in the sand in this scenario is of course, AGI (adjusted gross income). Above the line deductions are beneficial because they reduce gross income to arrive at AGI. A lower AGI may result in being able to take advantages of other benefits in the Internal Revenue Code (IRC) such as being able to contribute to a Roth IRA and qualifying for additional tax credits (discussed below). Common above the line deductions include pre-tax 401(k) contributions, student loan interest, deductible contributions to a traditional IRA, HSA contributions, […]

The post Credits and Deductions appeared first on Getting Your Financial Ducks In A Row.

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5 Lessons Learned from the 10 Year US Bull Market

By Eve Kaplan, CFP® We’re celebrating 10 years of a remarkable bull market in US stocks. Here are 5 lessons reinforced during this time: Lesson 1: Stay the Course When Things Get Rough The 2008-09 crash seemed to be The End of the World because the entire banking system (with knock-on effects worldwide) was in […]

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