Category - Taxes

1
Smart Ways To Handle A Highly Appreciated Investment
2
Why your taxes went up
3
Get Set Up for Less Stress at Tax Time Next Year
4
That other retirement account: Financial planning for HSAs
5
Potential new #401k and #IRA rules? #Taxes #Retirement

Smart Ways To Handle A Highly Appreciated Investment

Oct 27 2019
Browse archives for October 27, 2019
Eve Kaplan, CFP® Professional All posts from Eve Kaplan, CFP® Professional
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Let’s say you’re the lucky owner of a highly appreciated investment (stock, mutual fund) you’ve held for at least a year. What’s the best way to sell it? Or should you donate it? Here are several choices facing an early investor in Apple shares that I’ll call “Meg.” Apple shares are valued at 246 per […]

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Why your taxes went up

Oct 16 2019
Browse archives for October 16, 2019
Danielle L. Schultz, CFP®, CDFA

Danielle L. Schultz, the principal financial planner of Haven Financial Solutions, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a NAPFA-registered Financial Advisor, and a Registered Investment Advisor in the State of Illinois. She studied financial planning at Northwestern University’s Certified Financial Planner™ certification program. She also holds a Series 65 license (Registered Investment Advisor Representative) and a CCPS (Certified College Planning Specialist).

She writes a regular column for Better Investing magazine and is currently working on a revision of their mutual funds handbook. In addition to academic training and professional experience, Ms. Schultz has personally managed Social Security, Medicare, retirement and long-term care issues; college funding concerns; and cash flow and transition planning in self-employment and divorce situations. Her social work background gives her an innovative perspective on financial planning issues; for her, financial planning is not only about money, but also a key component in a satisfying and well-lived life.

All posts from Danielle L. Schultz, CFP®, CDFA
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Many of us are still pondering why we didn’t benefit from the alleged tax cut and worrying about what will happen this year, again. After all, tax brackets went down 3-4% for the first 4 tax brackets. But (and this continues this year) your taxable income most likely went up. Don’t expect that to improve […]

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Get Set Up for Less Stress at Tax Time Next Year

Oct 01 2019
Browse archives for October 01, 2019
Claire Emory, MBA, CFA, CFP® All posts from Claire Emory, MBA, CFA, CFP®
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While you perhaps breathed a sigh of relief that it was over, experts began tax planning for 2020 right after the 2019 tax season ended (if they hadn’t started before). It’s okay if you didn’t start thinking about next year’s taxes that early, however, are still things you can do during the last quarter of […]

©Bring Clarity to Your Finances™. Get Set Up for Less Stress at Tax Time Next Year is a post from Bring Clarity to Your Finances™

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That other retirement account: Financial planning for HSAs

Jun 18 2019
Browse archives for June 18, 2019
Danielle L. Schultz, CFP®, CDFA

Danielle L. Schultz, the principal financial planner of Haven Financial Solutions, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a NAPFA-registered Financial Advisor, and a Registered Investment Advisor in the State of Illinois. She studied financial planning at Northwestern University’s Certified Financial Planner™ certification program. She also holds a Series 65 license (Registered Investment Advisor Representative) and a CCPS (Certified College Planning Specialist).

She writes a regular column for Better Investing magazine and is currently working on a revision of their mutual funds handbook. In addition to academic training and professional experience, Ms. Schultz has personally managed Social Security, Medicare, retirement and long-term care issues; college funding concerns; and cash flow and transition planning in self-employment and divorce situations. Her social work background gives her an innovative perspective on financial planning issues; for her, financial planning is not only about money, but also a key component in a satisfying and well-lived life.

All posts from Danielle L. Schultz, CFP®, CDFA
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Health Savings Accounts (HSAs) may be the best deal out there, if you can get it. All of us like to beat the tax man, right? HSAs are what’s known as triple tax free: you get a deduction when you put money into the account, the account grows tax free, and as long as you […]

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Potential new #401k and #IRA rules? #Taxes #Retirement

Jun 07 2019
Browse archives for June 07, 2019
Michael J. Garry, CFP®, JD/MBA

Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner and owner of Yardley Wealth Management in Yardley, PA. Michael is a NAPFA-registered Financial Advisor. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Michael recently published his first book: Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner

Michael is a frequent expert contributor to financial publications, and has also been quoted in The Wall Street Journal, USA Today, Money Magazine, Kiplinger’s, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, and other periodicals;

All posts from Michael J. Garry, CFP®, JD/MBA
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The post Potential new #401k and #IRA rules? #Taxes #Retirement appeared first on Yardley Wealth Management, LLC.

There is recent breaking news on the retirement plan rules front. The House passed a…

The post Potential new #401k and #IRA rules? #Taxes #Retirement appeared first on Yardley Wealth Management, LLC.

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