Fear incites human action far more urgently than does the impressive weight of historical evidence. -Jeremy Siegel 2022 Year-End Tax Tips Whether it's deferring income into next year or increasing your withholding to cover a tax shortfall, here are a few year-end tax tips to keep in … [Read more...]
Year-End Tax Tips, Your Credit Report, & Oakley
2022 Year-End Tax Tips
Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2023, particularly if you think you may be in a lower tax bracket then. For example, you may be able to defer a year-end … [Read more...]
Medicare Open Enrollment, Tax Withholdings, & Mullet Contest
Human nature being what it is, small loopholes are likely to be exploited until they become big ones, and big ones until they turn into financial disasters. -Seth Klarman Medicare Open Enrollment Is Here: How are costs changing for 2023? Medicare's Open Enrollment Period - which runs … [Read more...]
Medicare Open Enrollment: How are costs changing for 2023?
Medicare's Open Enrollment Period — which runs from October 15 through December 7 — is your annual opportunity to switch your current Medicare health and prescription drug plans to ones that better suit your needs. Just in time for Open Enrollment, 2023 Medicare premiums, deductibles, and other … [Read more...]
Encouragement in a Bear Market
Market volatility has been the unfortunate reality most of 2022. As the economy grapples with inflation and higher interest rates, significant drops in equities and bonds this year have been difficult to stomach. Here are a few reminders: You are a long-term, goal-focused, plan-driven … [Read more...]