Articles

Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics. This 2003 – 2012 series uses the classic tale to illustrate different financial personalities, principles, and philosophies.

In 2024, there are 18 states that have some form of death taxes.

Starting in 2025, this amendment permits those between the ages of 60 and 63 (as measured on December 31) to contribute up to 150% of the catch-up amount rather than the usual 100%.

Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.

In “A Christmas Carol,” Ebenezer Scrooge calls Christmas a “humbug” because of the foolish way people celebrate it. This 2008 article reminds us that it is sometimes wise to simplify Christmas.

Within a matter of days my HSA and all of its investments were transferred from my Schwab account to a new Fidelity account with no charges.

This article should give you something fun to discuss this year.

By adding a little complexity and blending a portfolio of VTI and VXUS, you create the opportunity for three layers of benefits.

The IRS is clear, “If both spouses are 55 or older and not enrolled in Medicare, each spouse’s contribution limit is increased by the additional contribution. Each spouse must make the additional contribution to his or her own HSA.”

Step one to the Social Security Analysis is obtaining the necessary information.

You deserve an advisor who will help you with these five and more.

Once you have a smart phone, you can prevent the ringer from ringing unless the person calling you is listed in your phone. This article explains how to silence unknown callers on an Android phone.

Don’t let your political emotions impoverish your financial well-being.

This quarter, we saw that in 1-year returns ending September 30, 2024, Developed Freedom Investing had a -0.29% disadvantage, Emerging Market Freedom Investing had a -4.36% disadvantage, and Overall Freedom Investing had a -1.53% disadvantage.

Wealth management is in your control and there are actions you can take regardless of who wins today.