...for Tax-Friendly Giving Strategies You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax breaks could potentially … [Read more...]
Tis the Season
Year-End Planning, Student Loan Repayment Delays, & Butler High Career Day
Wealth isn't primarily determined by investment performance, but by investor behavior. -Nick Murray Year-End Tax Planning The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your … [Read more...]
Student Loan Repayment Delayed Again
...To Future Date in 2023 The Biden administration has announced another extension for repayment of federal student loans to an unspecified date in 2023 due to legal challenges that have blocked implementation of the student loan debt relief program. The previous payment moratorium was set to … [Read more...]
Year-End Tax Planning
The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2022 tax year. Timing is everything Consider any opportunities you have to defer income to 2023. For example, … [Read more...]
Strong Dollar Effects, Aging Parents, & Petty Hike
More people lost money waiting for corrections and anticipating corrections than the actual corrections. -Peter Lynch What Does A Strong Dollar Mean for the U.S. Economy? Intuitively, it might seem that a strong dollar is good for the U.S. economy, but the effects are mixed in the … [Read more...]