Posts by Norris Davis
Retiring Early As a Couple: A Financial Love Story
Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality time together.
Read MoreReality Check on Your Retirement Savings
Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement account.
Read MoreAdvanced Tax Planning Ideas: Tax Loss Harvesting & Ways to Quantify the Benefits
When you lose money on certain investments, you can typically claim the loss against other investments, and in some cases, you may even be able to claim all or a portion of the loss against regular income.
Read MoreFour Ways to Help Lower Your Taxes Now
The financial decisions you make between now and the end of the year can significantly impact how much taxes you will have to pay once tax day arrives.
Read MoreIRS Announces New 2024 Income Tax Brackets
It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to the standard deduction and tax brackets for the year 2024.
Read MoreYour Financial Fresh Start: 12 Resolutions in 12 Months
Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach.
Read MoreCountdown To Investing in the New Year: 10 Questions To Ask Yourself
If one of your New Year’s resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year’s Eve countdown tradition, ask yourself these 10 questions to help review your investment plans.
Read MorePresence Vs. Presents: Taking a Holiday Break From Your Business
Any small-business owner could attest that everyone needs a break sometimes. And the holiday season may provide an opportunity to take a few days (or longer) for yourself—whether traveling, spending time with the family, or simply sitting at home and decompressing.
Read MoreHow To Navigate Global Geopolitical Events
In an interconnected world, global geopolitical events have an undeniable impact on financial markets. From political unrest to trade disputes and natural disasters, these events can create uncertainty and volatility, leaving investors anxious about their investments.
Read More5 Common RMD Mistakes That Could Ruin Your Retirement
As age 73 nears, it is critical that you begin considering how you want to handle the required minimum distributions (RMDs) you are obligated to withdraw from your tax-advantaged retirement accounts, including 401(k)s, 403(b)s, 457s, and individual retirement accounts (IRAs). According to US New Money, 62% of Americans aren’t even aware that they have to…
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