Seasons Greetings, Happy Holidays, Merry Christmas …. Financial stuff “Heads Up” Secure Act 2.0!
Happy Holidays... Heads Up on Congressional Bill, Secure Act 2.0
Category General Financial Planning
YEAR END REPLAY – Fastest Interest Rate Increases Ever, and that’s a long time … Friends at Visual Capitalist!
Replay - Fastest Rate Increase Ever - on a Percentage Basis
YEAR END REPLAY REMINDERS – 8.7% Social Security COLA, Peripheral Effects, Pension COLA Reminder, SSA Neat Fact Sheet …
8.75 COLA Adjustment Reminder
Happy Holidays … Gentleman’s Agreement Held? Will see … Mostly Out of Office Over the Holidays … Link to TV Post …
Jerome Powell Brings Gifts or Coal ?
Heads Up for a Busy “Headlines” Week – CPI Consumer Price Index aka Inflation Measurement – FOMC Federal Open Market Committee Rate Increase Announcement …
Busy Economic Week before the Holiday's Start
2023 Tax Tables – We found a good one ! Sorted in our Personal Most Used …
2023 Tax Rate and Schedules
Newsletter Begins, Cliff Notes of Q1 2023 …. Friday
Newsletter Begins- Happy Friday
November 2022 Financial Planning and Capital Market Review – RMD’s and Rate Review – By John Kvale CFA, CFP
November 2022 Review, RMD, and Rates,
RMD’s not taken can be taxed at 50% … Nope not kidding … Yikes … More IRS agents hired … And if missed you have to file special tax forms … Yikes X 2 … Many Financial Institutions are Mandating a December 1 Completion … Take them Now Before the Rush!
Complete your RMD today if you have not!
The Fed Raised Rates, Analysis on Short and Long Term Rates, Interesting Observations From Conference Conversations
Fed Raises, Analysis and Sonder's Conversation