by Jeffrey Barnett | May 21, 2023 | Uncategorized
Health Savings Accounts: A Comprehensive Guide for 2023 Health Savings Accounts (HSAs) have become an increasingly popular tool for individuals and families to save for future medical expenses while reaping significant tax benefits. As we move into 2023, it’s...
by Jeffrey Barnett | May 14, 2023 | Uncategorized
Introduction Investors seeking long-term growth and income have long turned to dividend-paying stocks as a cornerstone of their portfolios. Dividends, which are payments made by companies to their shareholders as a portion of their earnings, have been an essential...
by Jeffrey Barnett | Apr 9, 2023 | Uncategorized
Bank Industry Turmoil This article describes the primary reasons for the current banking industry turmoil, where things may go from here, and how to safeguard your cash. 2023 Bank Failures · Silicon Valley Bank (SVB) in CA · Signature Bank in NY...
by Jeffrey Barnett | Jul 2, 2022 | Uncategorized
Do recent stock and bond market losses have you questioning your asset allocation and investment strategy? 🤔 Ask yourself these five questions to see if you need to make a change: 👇 1. Are you feeling stressed😬? What percentage loss in the value of your portfolio...
by Jeffrey Barnett | Jul 17, 2021 | Uncategorized
Are you thinking about retirement? It’s a major decision. An accountant I know said he and his wife think they have enough to retire, but want to be 100% sure before they stop working. He tried several online financial calculators, but correctly recognized that they...
by Jeffrey Barnett | Apr 14, 2021 | Uncategorized
Current Estate Tax Current tax law provides an exemption of $11.7 million per person ($23.4 million for a married couple) in 2021 to be passed to beneficiaries without federal estate tax. The federal estate tax rate is currently 40%. Proposed Changes President Biden...
