If you turn 65 in 2024, it is imperative that you sign up for 2024 Medicare enrollment during your designated registration window to avoid penalties when receiving Medicare benefits later on. However, the signup window…
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Why Fall is the Perfect Time to Optimize Your Tax Planning
As a real estate agent, you’ve probably fallen into the habit of kicking off your tax planning efforts in March, with a mad rush to get everything sorted by the April 15th deadline – if…
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How Does a Credit Freeze Work?
Credit freezes have become an essential tool in safeguarding your identity and protecting yourself from fraudsters. Unlike credit monitoring services, which are reactive, a credit freeze takes a proactive approach to prevent fraudulent applications for…
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How to Beat Inflation in Retirement
Inflation and Retirement: 3 Strategies to Protect Your Money Inflation is a still hot topic these days for good reason. The rate of inflation has come down from the highs of 2022, but is still…
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Using Qualified Charitable Distribution (QCDs) to Maximize Charitable Donations
The IRS has carved out a way for individuals over 70.5 to make charitable donations up to a certain amount that are tax exempt. We define this as a Qualified Charitable Distribution (QCD). If you…
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