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Your New 2023 Tax Rates & More

Your New 2023 Tax Rates & More

Blog"Your New 2023 Tax Rates & More" The Internal Revenue Service recently announced their annual inflation adjustments for the tax year 2023. Higher recent inflation means that some of these numbers are up by a greater degree compared to previous years.  Here are...

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Year End Financial Considerations

Year End Financial Considerations

Blog “Year End Financial Considerations”   It’s crazy to think we are just over 2 months from the end of 2022 but that is reality.  Amidst the upcoming holiday period it can be easy to let other areas of your life take a back seat.  While 2022 has been a...

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What the Last 100 Years Can Teach Us

What the Last 100 Years Can Teach Us

Blog“What the Last 100 Years Can Teach Us"   While the saying is true that history doesn’t always repeat itself, it does tend to rhyme and looking back at the historical performance of the S&P 500 from the last 100 years can provide some helpful context when...

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The Importance of a Health Savings Account

The Importance of a Health Savings Account

Blog“The Importance of a Health Savings Account"   If the last few years are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity.  Healthcare costs can be a major stumbling block for both the young and elderly...

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‘Financial Tips for Newly Married Couples’

‘Financial Tips for Newly Married Couples’

Blog“Financial Tips for Newly Married Couples"   Discussing finances is hardly a romantic idea for newly married couples but it is essential for any serious relationship.  So many couples stick with their own individual way of managing money, which may or may not...

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“Increasing Retirement Success with Small Tweaks”

“Increasing Retirement Success with Small Tweaks”

Blog“Increasing Retirement Success with Small Tweaks”   We first published this article in May of 2020, but the reality is that the core topics remain particularly relevant.  This past year has seen many people forced into retirement or making decisions on early...

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Who Holds the Student Loan Debt?

Who Holds the Student Loan Debt?

Blog “Who Holds the Student Loan Debt?"   I really enjoyed reading through this article from Nick Maggiulli at “Of Dollars and Data”.  Check it out for this week’s newsletter.   Last week, President Biden announced a policy that would forgive $10,000 in...

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A Quiet Period Until the Fed Meets Again

A Quiet Period Until the Fed Meets Again

Blog“A Quiet Period Until the Fed Meets Again"   U.S. stocks struggled for direction this past week as investors awaited clarity from Federal Reserve policymakers on their monetary tightening plans against a backdrop of downbeat economic data.   The S&P...

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‘SECURE Act 2.0 – What It Means’

‘SECURE Act 2.0 – What It Means’

Blog“'SECURE Act 2.0 – What It Means" In December 2019 Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act.  This was a bi-partisan bill designed to help Americans’ in preparation for their retirement years.  Some of the changes...

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Social Security and Tax Implications

Social Security and Tax Implications

It’s important to remember that Social Security benefits may be taxable to you in retirement. Check out this information to learn how the taxes might affect your situation.

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“Understanding How Dividends Work”

“Understanding How Dividends Work”

“There is more than meets the eye when it comes to dividend investing. While they have performed well so far in 2022, it’s important to understand how dividend paying stocks actually work.”

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‘Leasing vs. Buying your Next Car’

‘Leasing vs. Buying your Next Car’

Blog“Leasing vs. Buying Your Next Car”   With the used and new car market being an interesting space right now, I thought this article from Eric Roberge at “Beyond Your Hammock” did a great job breaking down the age-old question of leasing vs. buying your next...

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‘Mid- Year Outlook’

‘Mid- Year Outlook’

“It’s been a rough start to 2022 for both stocks and bonds. Here is where we see things trending as we look forward to the second half of 2022 and beyond.”

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“How to Not Panic”

“How to Not Panic”

“It’s easy and understandable to want to panic or move to cash in these markets. Here’s an important and hopefully timely reminder for us all.”

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Van Gelder Financial

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Email Tony

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