Friday, 03 March 2023
During tax season, while many of us are busy gathering documents and meeting with our CPAs, scammers are also busy finding ways to gain access to our personal information. Here are some popular scams and how to avoid them.
Thursday, 02 March 2023 Dennis Doble
From football to his favorite books to WFH trends, Dennis shares his thoughts on current events...
Wednesday, 08 February 2023
Caring for aging parents can be a difficult planning aspect to balance. If you are among the “sandwich generation,” you may be trying to support your aging parents as well as your own children. Today, individuals are living longer than before, so it is better to be prepared.
Thursday, 16 February 2023
Giving your RMD to charity can have favorable tax consequences. If you have retirement accounts and are over age 72, you are subject to annual Required Minimum Distributions (RMDs), essentially required withdrawals from your IRAs and other tax-deferred accounts. These RMDs are taxed as income, and depending upon your circumstances, may even push you into a higher tax bracket. If you are someone who donates to charity, a Qualified Charitable Distribution (QCD) might be a good option to both minimize current income for tax purposes, as well as maximize the amount of your charitable donation.
Wednesday, 08 February 2023
Stephen King once said: “Books are a uniquely portable magic.”
Many of our readers must agree because we’ve received numerous requests to publish a list of favorite books selected by Capital Group investment professionals during our monthly webinars. So, here you have it, 10 titles borrowed directly from the bookshelves of our portfolio managers, analysts and economists.
Be sure to scroll to the bottom for a few recommendations from Dennis and Rich!
On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). Broadly, SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. As such, it encompasses many aspects of financial planning and retirement saving.
Tuesday, 03 January 2023
Wednesday, 28 December 2022 Kieran Lynch
Educating children on various concepts surrounding the value of money can be very beneficial to both you and your child. While that may seem obvious, statistics show that that most children are not financially aware, primarily due to the lack of financial education in pre-university schooling. Set your child up for success during childhood by teaching them about finances at home. Use these suggestions to get started!
Friday, 16 December 2022
The importance of proper estate planning cannot be overstated, regardless of the size of your estate or the stage of life you're in. Nevertheless, it's surprising how many American adults haven't put a plan in place.
You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly. Yet plenty of celebrities and people of note have died with inadequate or nonexistent estate plans.
Monday, 28 November 2022
Most people agree that while planning for illness and death is not an enjoyable task, it is a crucial one. The process of creating a will and estate plan may seem overwhelming, but this article will discuss the variety of ways that you may use to make this process easier.
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