Planning and Personal Finance
BEWARE OF LITTLE EXPENSES A SMALL LEAK WILL SINK A GREAT SHIP ~ Benjamin Franklin
Video: US Savings I Bond Looks Attractive As Savings Vehicle
The US Savings I Bond looks attractive as a savings vehicle for a portion of your savings that you will not need within 2 years. You can buy up to $10,000 per social security number. In other words, spouses can each buy $10,000.
US Savings I Bond Looks Attractive As Savings Vehicle
The US Savings I Bond looks attractive as a savings vehicle for a portion of your savings that you will not need within 2 years. You can buy up to $10,000 per social security number. In other words, spouses can each buy $10,000. The current interest rate is 6.89% and is inflation adjusted every 6 months.
What are ESGs? What does ESG mean?
Environmental, social, and governance (ESG) have become focal points for companies, analysts, and investors. The evolution of ESG has created a growing awareness among the public about how companies formulate criteria for socially conscious decisions.
Tax on Social Security In Retirement
A prudent and effective tax strategy during your employment years will most likely need to be modified in retirement. Once earned income ceases and income from retirement plans, investments, and Social Security commences, tax liabilities change.
Investors Gobble Up Dividend Stocks During Market Turbulence
he Federal Reserve has signaled it plans to raise interest rates in 2022 in response to stubbornly high inflation. WSJ’s J.J. McCorvey explains what higher rates could mean for your finances: https://www.wsj.com/articles/investors-gobble-up-dividend-stocks-during-market-turbulence-11644275114
The Valerie Fund Charitable Giving
Highly appreciated stock or IRA Required Minimum Distributions (RMD) is the most tax-efficient way to donate where you avoid taxes, get credit for the donation and the Valerie Fund gets the full benefit of your donation.
