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...
High inflation has been on everyone’s mind, and many are wondering what they can do to take action. With guidance, you will be able to explore ways to address high inflation and set your financial expectations appropriately. Get ahead and be better prepared to answer...
There’s no doubt about it — going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. In addition to the...
You might be considering taking out a loan from your 401k. But before you do, you should know the rules and weigh the risks against the benefits. Because not knowing the rules and understanding the risks might hurt you and your retirement in the long-term. Consider...
When does one plus one not equal two? When it comes to paying federal income taxes. If your spouse earns significantly more than you do, you and your sweetheart enjoy what is known as the “marriage bonus.” This means that, as a couple, you are paying less in taxes...
John Hancock’s 2015 Financial Stress Survey, show that of the people surveyed, 70 percent of those who work with a financial advisor are on track or ahead in saving for retirement, versus 33 percent of those not working with an advisor. Among people who have an...
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
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