Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. Broad commodity prices are not surging like they did in 2022 (oil prices have fallen close to 10% since early April), which means a commodity-driven supply shock is not in the cards for now. That’s similar to the pace of 2019.

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Numbers Marketing Marketing Insurance 96

Nationwide Financial

AUGUST 29, 2022

Key Takeaways: Even without new legislation, the prospect of higher taxes in the future is still looming. The impact of higher taxes on retirees could be substantial, so staying up to date on the current tax landscape is vital. But even without new legislation, the prospect of higher taxes in the future is still looming.

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Taxes Retirement Accounting Budgeting 98

Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.

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Financial Planner Financial Advice Fee Only Financial Planning 209

James Hendries

AUGUST 10, 2022

An HSA is a tax-advantaged account that’s paired with an HDHP. An HSA offers several valuable tax benefits: You may be able to make pre-tax contributions via payroll deduction through your employer, reducing your current income tax. Contributions to your HSA, and any interest or earnings, grow tax.

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Accounting Numbers Taxes Tax Planning 52

The Big Picture

OCTOBER 18, 2022

About a quarter of the October 2022 slides were focused on real estate. This brings us to the chart: The one above shows the traffic of prospective buyers looking at a new home (2014- 2022); the one below goes back to the 1980s. Aspirational Pricing (May 25, 2022). This is atypical.

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Budgeting Economy Taxes Economics 363

Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.

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Taxes Wealth Management Tax Planning Planning 96

Your Richest Life

FEBRUARY 27, 2024

Tax time is here again, and if you’re not one of the 25 million Americans who have already filed , then you’re probably going through the process of gathering what you need and preparing to file. The Child Tax Credit and Potential Changes The 2023 child tax credit is capped at a refundable amount of $1,600 – for now.

Taxes 52

Taxes Fee Only CFP Financial Planning 52

Abnormal Returns

FEBRUARY 13, 2023

citywire.com) Taxes Five tax mistakes to avoid when it comes to stock options, RSUs, etc. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com) (mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. flowfp.com) The IRS has clarified its approach to state rebate payments.

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Clients Retirement Financial Services Taxes 245

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

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Financial Planner CFP Financial Advisor Retirement Planning 246

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. The maximum for 2022 is $61,000, this has been increased to $66,000 for 2023. Employee contribution limits are $20,500 for 2022 and $22,500 for 2023. Eligibility.

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Retirement Planning Retirement Planning Financial Planner 263

The Big Picture

JULY 25, 2023

Pomp points out that: “I am, however, arguing that the total return percentage traditionally quoted is not what people actually achieve in their brokerage account because of taxes. I have addressed Tax Alpha before ( see this and this ); but Pomp indirectly raised a very different issue: Why do people underperform their own assets?

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Assets Accounting Taxes Economics 246

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. And even though U.S.

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Valuation Economics Economy Marketing 225

Cornerstone Financial Advisory

NOVEMBER 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. Both numbers were below market expectations of 0.6% A look behind the numbers shows that October’s 7.7% Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. Inflation Moderates.

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Marketing Marketing Economics Taxes 59

Abnormal Returns

NOVEMBER 23, 2022

ft.com) The 2022 fundraising scene is completely different than the prior 11 years. awealthofcommonsense.com) What falling tax withholding numbers say about the state of the economy. thinkadvisor.com) Books Tyler Cowen's favorite non-fiction books of 2022 including "Of Boys and Men" by Richard R.

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Financial Advising Advertising Economy Economics 245

Cornerstone Financial Advisory

DECEMBER 12, 2022

But stock prices were under pressure Friday following a disappointing Producer Price Index (PPI) number. Though the PPI number dented the optimism around cooling inflation, November’s PPI report represented an improvement from its 11.7% Source: Econoday, December 9, 2022 The Econoday economic calendar lists upcoming U.S.

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 11, 2022

Employers added 372,000 jobs in June, a number that was above economists’ estimates of 250,000. Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 8, 2022 Companies mentioned are for informational purposes only. The Small Business Health Care Tax Credit.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Instead, the elevated inflation number not only undercut those easing hopes but raised the possibility of a more significant rate hike. That number was well above the 5.9% Source: Econoday, September 16, 2022 The Econoday economic calendar lists upcoming U.S. How to Find Tax Help in Other Languages. year-over-year.

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Marketing Marketing Taxes Economics 59

Wealth Management

NOVEMBER 3, 2022

Property Tax Administration's assessment of the market value of the nation’s highest profile government buildings, such as the White House. The Empire State Building is among a number of office buildings that have installed beehives recently as part of an effort to bring back tenants, reports Commercial Observer.

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Government Taxes Numbers Marketing 109

Cornerstone Financial Advisory

DECEMBER 5, 2022

And Job Numbers Cheer Markets. Source: Econoday, December 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 2, 2022 Companies mentioned are for informational purposes only. Generally, the money in a traditional IRA isn’t taxed until it’s withdrawn. IRS.gov, July 11, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. In a sign of cooling, the number of open jobs in August fell 10%, while a subsequent report from Automated Data Processing (ADP) showed continued labor market strength. Source: Econoday, October 7, 2022.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 21, 2022

Source: Econoday, November 18, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 18, 2022 Companies mentioned are for informational purposes only. This information is not intended to be a substitute for specific individualized tax advice. The Wall Street Journal, November 18, 2022.

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Marketing Marketing Taxes Economics 59

The Big Picture

JUNE 27, 2024

If they get a 7% increase in wages, they see a modest increase in their direct deposit of after FICA, federal and state withholding taxes, 401K, etc. For most of us who are not regularly crunching the numbers in spreadsheets, it may not feel that way. Someone making $100,000 a year receives a twice-a-month paycheck of $2,328.82.

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Economics Budgeting Sales Media 320

Cornerstone Financial Advisory

AUGUST 15, 2022

Bureau of Labor Statistics released a better-than-expected Consumer Price Index (CPI) number, with buying momentum building throughout the trading session. Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 12, 2022 Companies mentioned are for informational purposes only.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 28, 2022

Source: Econoday, November 25, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 25, 2022 Companies mentioned are for informational purposes only. This information is not intended to be a substitute for specific individualized tax advice. The Wall Street Journal, November 25, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Calculated Risk

AUGUST 24, 2022

The BLS released the preliminary annual benchmark revision showing 462,000 more payroll jobs as of March 2022. The annual revision is benchmarked to state tax records. These counts are derived from state unemployment insurance (UI) tax records that nearly all employers are required to file.

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Taxes Manufacturing Numbers Insurance 143

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). By any measure, we still have an enormous number of unfilled positions. Previously : Who Is to Blame for Inflation, 1-15 (June 28, 2022).

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Medicine Numbers Food Insurance 330

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. Source: Econoday, August 19, 2022 The Econoday economic calendar lists upcoming U.S. New Home Sales.

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Marketing Marketing Economics Taxes 59

Gen Y Planning

MARCH 1, 2022

Yep, it’s about that time—tax time, of course. . The sun’s out a little longer, we shed a few layers, the first blooms of the season are on full display, and taxes are due smack dab in the middle of it all. This year, your 2021 taxes are due on April 18th, 2022. This year, let’s make taxes fun! Let’s take a look.

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Taxes Government Accounting Healthcare 52

MarketWatch

JANUARY 23, 2023

GNS, a Singapore-based education company, set guidance for 2023 on Monday, saying it expects revenue of $48 million to $52 million, up 37% from its 2022 proforma guidance. million, up 30% from 2022. million, up 30% from 2022. The company, which captured headlines last week when it said it had appointed a former F.B.I.

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Education Taxes Numbers Planning 75

Cornerstone Financial Advisory

OCTOBER 17, 2022

An above-consensus consumer inflation number sent stocks tumbling in early Thursday trading before inexplicably surging higher in a stunning reversal that saw the Dow Jones Industrial Average rally 1,500 points from its intraday low. Source: Econoday, October 14, 2022. Source: Zacks, October 14, 2022. CNBC, October 13, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

AUGUST 8, 2022

Source: Econoday, August 5, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 5, 2022 Companies mentioned are for informational purposes only. Have you wondered what happens if the information on your tax return doesn’t match the IRS records? The Wall Street Journal, August 5, 2022.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JUNE 27, 2022

Source: Econoday, June 24, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 24, 2022 Companies mentioned are for informational purposes only. Two education credits are available to American taxpayers: the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC). Caryl Churchill.

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Marketing Marketing Education Taxes 52

Nerd's Eye View

AUGUST 12, 2022

From there, we have several articles on Mergers & Acquisition (M&A) trends: M&A activity so far in 2022 is set to exceed 2021’s record pace despite economic headwinds, meaning there could simply be a ‘new normal’ of higher activity regardless of the economic environment.

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Financial Planner Retirement Healthcare Numbers 200

Nerd's Eye View

JULY 25, 2022

2022 was a year that began with high hopes as households were slowly re-emerging from pandemic shutdowns, markets were reaching new highs, and most advisory firms had growing momentum. A gap our Kitces Courses aim to fill!

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Education Financial Planning Estate Planning CFP 198

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.

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Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives. Mon, 11/28/2022 - 11:10. Unfortunately, 2022 has been a painful experience for many. Unfortunately, 2022 has been a painful experience for many. In brief, 2022 was an extremely challenging year.

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Planning Taxes Clients Strategic Planning 52

Random Roger's Retirement Planning

JUNE 1, 2024

So maybe you buy a TIPS at 100 cents on the dollar but after holding it for some numbers of years you might get 120 cents on the dollar back at maturity. One complicating factor is that tax is owed annually on the amount of the par value adjustment so qualified accounts might be better for individual TIPS.

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Taxes Management Accounting Numbers 94