Blog
The Internal Revenue Service has released new contribution limits for 2023
The Internal Revenue Service has released new contribution limits for the coming year.
Read MoreHave you heard? Just a reminder…
The Inflation Reduction Act was signed into law on Tuesday, August 16, 2022. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.
Read MoreEnd-of-the-Year Money Moves
Even if your 2022 has been relatively uneventful, the end of the year is still an excellent time to get cracking and see where you can manage your overall personal finances. Keep in mind that this article is for informational purposes an
Read MoreWhat Happens When There Are No Beneficiaries
Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances, it is a choice. What happens to these accounts and policies when the original o
Read MoreCare for a COLA with Your Social Security?
As you might have heard, people are talking about a big bump in Social Security benefits next year.The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, compared to an increase of 5.9 percent in 2022....
Read MoreShow All
Wise Decisions with Retirement in Mind
Certain financial & lifestyle choices may lead you toward a better future.
Read MoreRetirement Preparation Mistakes
Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them...
Read MoreDid you know? - Paying Bills When Faced With Emergency Expenses
Read More
The Global Pandemic’s Impact on U.S. Municipal Bonds
This white paper published by Lord Abbett’s municipal credit research team discusses the global pandemic impact on Municipal Bonds. I found this piece worth the read and it is from a source I trust. The piece provides an in-depth...
Read MoreSocial Distancing, the New Normal?
Could you ever in a million years imagined that we as a nation would be asked to practice “Social Distancing” and stay home from work in 2020? 2020 was supposed to be a year of high hopes, a new decade filled with personal...
Read MoreHow Long Term Care Insurance can help you plan today, for an uncertain tomorrow!
You plan, you save, and you invest to create a financially secure tomorrow. Needing long-term care can impact your loved ones, your assets, and your retirement. Be prepared with a plan to address a long-term care need that lasts for...
Read MoreLong Term Care Insurance
You think Long Term Care Insurance won’t be something you need. It’s difficult to imagine the possibilities that would cause a need but insuring against the possibility is essential for yourself and your loved ones. Long...
Read MoreWhat does April bring besides showers and baseball?
April brings showers, baseball, and historically, the best month of the year for the S&P 500 Index (for the last 20 years). On top of that, the S&P 500 had its best first quarter since 1998, and in March we celebrated the 10-year...
Read MoreWant to Be a 7-Figure Business Owner? Begin by Thinking Like One
Inc. explains how an entrepreneur can learn to think bigger and think like a 7-figure business owner: Entrepreneurs who think small keep their companies small. Becoming a 7- or 8-figure business owner may require some adjustments, but...
Read MoreDid You Qualify for the 20 Percent Business Income Deduction?
Did you qualify for the 20% business income deduction? CNBC spotlights this new federal tax break @ https://tinyurl.com/y8z8rfab Small-business owners look to grab this 20 percent tax break Certain entrepreneurs may be eligible for a...
Read MoreTips for Those Preparing to Retire in 2019
If you’re planning to retire in 2019, here’s how to make sure you’re prepared While some people might have been saving and planning for decades for retirement, others might not have given much thought to their life...
Read MoreWhy You Should Review Insurance Choices Each Open Enrollment Season
Savvy Open Enrollment Choices Could Save You Thousands of Dollars Every fall, open enrollment season means complicated forms to read and big decisions to make about insurance and other benefits offered at your job. You may find the...
Read MoreProtect Yourself and Your Family with Long-Term Care Insurance
You think Long-Term Care Insurance won’t be something you need? It’s difficult to imagine the possibilities that would cause a need but ensuring against the possibility is essential for yourself and your loved ones....
Read MoreBeginner Estate Planning for Millennial’s
Being wealthy is not a requirement for creating an estate plan. Neither is being old, retired, having a family or owning a lot of assets. If you are a Millennial, and you haven’t started estate planning, here’s how to get...
Read More5 Things to Consider When Choosing a Financial Advisor
Yerba Buena Financial Partners (YBFP) understands the very human phenomena of “money” trepidation. Money is personal and talking about it is uncomfortable. It is no wonder people are overwhelmed when choosing a professional...
Read MoreMillennial’s Are Helping Their Boomer Parents Manage Finances
You could call it reciprocal personal finance mentoring Since millennials (men and women age 22 to 37) are just getting started managing their money and launching their careers, many of their boomer parents are giving them financial...
Read MoreThe 10 best — and Worst — Places to Retire
The majority of Americans won’t move elsewhere for their retirement. But some places are better to stay in than others. Miami? For most aging Americans, there is no place like home. Sure, some people plan to spend their...
Read More