Author: Meaghan Faerber

New Contribution Limits for Retirement Plans, Health & Dependent Savings Accounts, and Estate & Gift Tax for 2024

With a new year comes many new changes – putting up a new calendar, making New Year’s resolutions, AND new contribution and gifting limits imposed by the IRS. The IRS reviews the contribution limits and income phase-out ranges for retirement plans, health and dependent care savings accounts, and Read more…

Good vs. Bad Debt: The Differences and Risks

We’ve all heard the phrase “too much of a good thing.” Usually we’re talking about something relatively harmless, but it’s a different story when it comes to borrowing money. Read more…

The Ins and Outs of Intrafamily Loans

In today’s high interest rate environment (with current AFR sitting well over 4%) many people are turning to intrafamily loans to assist with major investments as opposed to commercial lenders. Read more…

Money Saving Tips When You're Expecting a Little One

Whether you planned to have a house full of kids or no kids at all, you’re probably reading this because you are expecting a little one of your own. Congratulations! Read more…

High Income, High Debt: How to Stay Ahead of Your Finances

Earning capacity and money management skills don't always go hand-in-hand. If you're a high earner with high levels of debt, you aren't alone, but there are key steps you should be taking to get on the path to financial independence. Once you understand your comprehensive financial picture, the Read more…

The Best Way to Repay Your Debt: Debt Snowball or Debt Avalanche?

There are usually two ways to get to where you’re going, right? One may be the direct route on the highway with more cars and more traffic. The scenic route has fewer cars and may be more pleasant, but takes a bit longer. Read more…

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