Planning and Personal Finance

BEWARE OF LITTLE EXPENSES A SMALL LEAK WILL SINK A GREAT SHIP ~ Benjamin Franklin

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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.

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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

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Financial Planning Tips for Families

Financial planning is usually your best choice if you want to secure your future. If you aren’t sure how to get started, Building Benjamins shares some financial planning tips to get you headed in the right direction.

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Benefits of Individual Stocks

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Charitable Giving

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Converting Your Traditional IRA to a ROTH

Converting Your Traditional IRA to a ROTH September 21, 2021 Example #1 – Full Conversion Harold has two IRA accounts. One is a contributory IRA and the other is a SIMPLE IRA and the total value of both is $22,000. Since inception, Harold has contributed $9,000 as non-deductible contributions. He now decides to convert both…

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6 Ways To Start Building Generational Wealth for Your Family

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Do You Have Enough Money to Invest in Individual Stocks?

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5 Reasons You Should Own Stocks Instead Of Mutual Funds (Or ETFs)

Planning and Personal Finance provides guidance on important topics from retirement planning to charitable giving. College planning to mortgage calculators. Tax changes to Roth IRAs.