Archive - December 2020

1
IRA and Retirement Plan Limits for 2021
2
The Value of Giving Gifts
3
Keep Financial Planning in the Family
4
Work Through Your Investment Worries
5
Avoid Panic with an Estate Plan

IRA and Retirement Plan Limits for 2021

As the year comes to and end, it is good to know the limits for 2021 contributions to IRA’s and employer retirement plans.  Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution limits The maximum amount […]

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The Value of Giving Gifts

Each year PNC Bank releases a Christmas Price Index that tabulates how much it would cost to give the gifts mentioned in the lyrics of the song “The 12 Days of Christmas.” Each year’s list looks at the prices with costs adjusted for the current economy and this year’s list did factor in the pandemic.  […]

©Bring Clarity to Your Finances™. The Value of Giving Gifts is a post from Bring Clarity to Your Finances™

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Keep Financial Planning in the Family

Are you the financial planner for your family? If you have singlehandedly taken on the responsibility for your family finances, consider that you don’t have to go it alone. In fact, you may find that things are easier when you share the load. You can still play to your strengths and do the work that […]

©Bring Clarity to Your Finances™. Keep Financial Planning in the Family is a post from Bring Clarity to Your Finances™

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Work Through Your Investment Worries

Are you worried about how your investments are faring this year? We can’t say there is absolutely no reason to worry but what we can say is that you are not left with no recourse. You can find ways to worry less and strategize about how to make the most of the earnings you do […]

©Bring Clarity to Your Finances™. Work Through Your Investment Worries is a post from Bring Clarity to Your Finances™

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Avoid Panic with an Estate Plan

The Kiplinger.com article “Estate Planning During the Pandemic” includes a scenario many of us want to avoid: a widow approached a financial planner with screenshots of texts her husband had sent from the hospital with information about investments and instructions. The husband passed away from COVID-related complications but one spouse not knowing enough to manage financial […]

©Bring Clarity to Your Finances™. Avoid Panic with an Estate Plan is a post from Bring Clarity to Your Finances™

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