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Posts tagged Financial Planning

What's New for 2024: Social Security, Retirement Savings, Taxes, Deductions & Gifting

Financial Planning, Personal Finance, Retirement, TaxesEstes SusanJanuary 9, 2024Taxes, Social Security, Financial Planning, Personal Finance, Gifting, Retirement Planning

Three Year-End Strategies That May Help Reduce Your Taxes

Financial Planning, Personal Finance, TaxesEstes SusanSeptember 27, 2022Taxes, Financial Planning, Personal Finance

Year-End Strategy #4: Should I “Gift” as an Estate Planning Strategy?

Financial Planning, Personal Finance, Estate PlanningEstes SusanDecember 7, 2021Personal Finance, Estate Planning, Financial Planning, Gifting

Year-End Strategy #2: How Can Charitable Giving Help Reduce My Tax Bill?

Estate Planning, Financial Planning, Personal Finance, Retirement, TaxesEstes SusanOctober 5, 2021Personal Finance, Estate Planning, Financial Planning, Taxes

Year-End Strategy #1: Should I Consider Converting My Pre-Tax IRA to a Roth IRA?

Estate Planning, Personal Finance, Retirement, Financial PlanningEstes SusanSeptember 21, 2021Roth IRA, Retirement Planning, Financial Planning, Estate Planning, Personal Finance