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Things to Learn From a Tax Return

Money Talk

With less than five months remaining in 2024, now is the time to begin serious tax planning for your 2024 income tax return. I recently attended a webinar with some tips for financial advisors about reviewing clients’ tax returns. Simply look at your 2023 tax return and divide your total tax owed by taxable income.

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Five Ways for Women to Take Charge of their Financial Futures

Money Talk

I recently attended a webinar about women’s finances presented by the FINRA Investor Education Foundation in cooperation with the New York Public Library. Among the statistics that were presented from various studies are the following: ¨ 37% of women have high financial knowledge (vs. 52% of men) ¨ 48% of women (vs.

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Barbservations From Online RMD Webinars

Money Talk

Last year, I noticed a new trend that has continued into 2023: ads on social media about online financial seminars focused on required minimum distributions (RMDs) and income taxes owed in later life. Teaser Tools- Some presenters offered free resources- but only to webinar viewers who made appointments for a consultation.

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Individual Retirement Accounts: What You Need to Know

Money Talk

The 2023 income tax filing deadline is only days away (April 15, 2024 in most of the U.S.). It will be a busy weekend for many taxpayers and tax preparers who are filing tax returns or tax filing extensions. money that has been taxed) and can be withdrawn at any time for any reason tax-free and penalty-free.

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Get the best results from your benefit budget conversations

WEX Inc.

Keep the conversation focused on the value benefits have on your company, including: Employee retention Attraction of more talent Health/medical coverage is necessary Employee work/life balance Show proof of benefits plan success After presenting your information, the conversation can go many ways. It is not legal or tax advice.

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Highlights from an Estate Planning Seminar

Money Talk

Specifically, a presenter who was not an attorney and had no recognized financial planning designations whatsoever pitching the legal services of a colleague who was not in attendance. The original program publicity contained neither the name of the sponsoring company or the presenter’s name or credentials. Sadly, I found some.

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Can Farmers Ever Afford to Retire?

Money Talk

In addition to writing monthly Small Steps to Health and Wealth™ financial messages , I also present online webinars and class segments. I recently presented content for Annie’s Project-NJ ; a program designed to build the skills of women farmers in New Jersey. barn, silo, riding arena), farm equipment (e.g.,

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