2023 Retirement Account Contributions limits

2023 Contribution Limits

For 2023, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase…

Should I Be Making Estimated Tax Payments?

The IRS and State Departments of Revenue prefer to have taxes paid as taxpayers earn or realize income instead of the total amount due being paid when taxpayers file their tax returns each spring. As such, they may charge interest…

What Are Stock Options and How Do They Work?

If you’ve been offered stock options, you’ve probably wondered how you should best handle them. This starts with understanding what they are and the rules and regulations around exercising and selling them. Why Do Companies Use Stock Options? Companies use…

Scary Estate Planning Halloween themed

Estate Planning Tales from the Crypt, Ep #176

After endless procrastination, you and your spouse finally decide to hire an attorney to help prepare an “estate plan.” You discover Frankenstein and Elvira, PLLC through a popular search engine. The reviews are mostly positive, especially as it relates to…

The Rewarding Distribution of US Stock Market Returns

Annual stock market returns are unpredictable, but “up” years have occurred much more frequently than “down” years in the US. That may be reassuring to investors, especially if they find market downturns unsettling. The US stock market posted positive returns…

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