Losing your job is a significant life event that can take a toll on you and your family both financially and emotionally. In today’s uncertain economy, with business closures and layoffs becoming more common, it’s important to be prepared for the...
How do you make sense of a personal budget? Is it about listing expenses to see where you money is going? Yes and No. Wondering if your spending your income wisely? The 50/30/20 rule will help to put meaning to your spending. The article looks at how much your income...
Ever wonder where your money is going? Do you reach the end of the month only to scratch your head when looking at your bank account? You are not alone. With some planning and new habits, you’ll know exactly where your money is going. Once you understand how you are...
Download our two-page “Important Numbers” guide. This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year. It includes:
Tax rates for MFJ, Single and Estates
AMT annual limits
Standard deductions for MFJ and Single
Social Security annual limits (including earning limits)
Full Retirement Age chart
Social Security taxation summary for MFJ and Single
IRMAA Surcharges
Retirement Plan Annual Limits
Traditional and Roth IRA Annual Limits
Estate and gift tax annual limits
HSA annual limits
And More
Thank you for your interest in Flores Wealth Planning
