2023 Annual Client Letter
Just when it started to feel like the crises of 2020 and 2021 were starting to fade, 2022 had other plans for us. […]
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History vs Headlines
We either are or are not currently in the thirteenth recession in the modern era since the Great Depression. Even though we have
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Hurricanes and Insurance FAQ
WHAT IF MY HOME IS DAMAGED AND I DON’T HAVE INSURANCE? The Federal Emergency Management Agency (FEMA) provides assistance to those whose homes
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IRS announces tax relief for victims of Hurricane Ian in Florida
Victims of Hurricane Ian that began September 23 in Florida now have until February 15, 2023, to file various individual and business tax
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The Dungeon: Cortisol and the Confirmation Bias
Are you more discouraged and anxious than usual these days? Is your mood darker than normal? Does it feel like you are waiting
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2022 Midyear Client Letter
As our readers are aware, this letter arrives during a bear market and likely an economic recession. This follows an extraordinarily strong and
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2022 Annual Limits Relating To Financial Planning
RETIREMENT PLANS Elective deferrals 401(k), 403(b), 457, and SARSEPs$20,500Catch-up contribution $6,500 Defined contribution (§415(c)(1)(A))$61,000Defined benefit (§415(b)(1)(A)) $245,000SIMPLE plan$14,000SIMPLE catch-up contribution$3,000Maximum includible compensation Highly
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