Money and More© February 9, 2019

Save taxes on medical expenses and use the standard deduction   Thanks to the tax law changes, many taxpayers must now take the Standard Deduction on their federal income tax returns.   Additionally, the threshold for medical expenses jumped from 7.5% of Adjusted Gross Income to 10% in 2019.  There are strategies that can help save… [Continue]

Money and More© December 8, 2018

Retirement Pension and Social Security Sweet Spots Coordinating the timing of pensions and social security can create greater wealth during retirement.   Often folks want to take their pensions and Social Security as soon as possible.  Social Security which can be started as early age 62 is penalized for each month taken prior to the Full… [Continue]

Money and More© November 17, 2018

Holiday Spending Is January a painful month financially?  For many people, January it is a not great month for their finances.  One reason folks struggle in January is because they overspent in the December holiday season.  Gifts, meals out, parties and more all take a toll on personal finances.  Having a spending plan for the… [Continue]

A Week of Thoughts September 15, 2018

9/9 How do you teach your kids about handling money? There are so many different ways and each kid learns differently. Some ideas include allowances, paid for chores, charitable giving, helping budget for a desired toy want, paying their own phone bill, and using a set limit for purchasing new clothes. Each one of these… [Continue]

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