Author: elghoulam

[ad_1] RgStudio / Getty Images We all know that holiday shopping can be a major money drain, but did you know that it’s not just planned expenses that may deplete our finances? It’s also impulse buys that we didn’t account for in our budget. A new study commissioned by YNAB revealed that nearly all Americans… Continue reading 10 Expert Tips To Stick to Your Budget

[ad_1] RALEIGH, N.C., Nov. 3, 2023 /PRNewswire/ — CAPTRUST Financial Advisors (CAPTRUST) announced today the addition of The Normann Financial Group (Normann Financial). Normann Financial is based in Sanford, North Carolina, and oversees more than $1.3 billion in assets.   Normann Financial works with a wide variety of clients, from business owners and retirees to nonprofits… Continue reading CAPTRUST ADDS NORTH CAROLINA’S NORMANN FINANCIAL

[ad_1] Individual Retirement Accounts (IRAs), 401(k)s and other workplace plans can help you build wealth for the future while enjoying some tax benefits. There’s just one important thing you need to plan for: required minimum distributions (RMDs). The IRS requires you to begin taking distributions from certain retirement accounts in the year you turn 73. If… Continue reading 6 Strategies to Help Lower RMD Taxes

[ad_1] Individual Retirement Accounts (IRAs), 401(k)s and other workplace plans can help you build wealth for the future while enjoying some tax benefits. There’s just one important thing you need to plan for: required minimum distributions (RMDs). The IRS requires you to begin taking distributions from certain retirement accounts in the year you turn 73. If… Continue reading 6 Strategies to Help Lower RMD Taxes

[ad_1] Comedian Tracey Morgan says his business manager is not only someone he hired to take care of his finances. He is more like family. At an award dinner, the Brooklyn native took the mic to pay homage to his friend and joked that if it weren’t for his sound financial advice, he would have… Continue reading ‘I Could Have Owned 26 Ferraris and a Tax Nightmare’

[ad_1] Social Security checks will increase next year, but for retired staffing company executive Lou Scrivani, 76, the bump won’t even be enough to cover increases in his health care costs, much less the inflated prices of everything else over the past year. Starting in January, more than 66 million beneficiaries of the program will… Continue reading Social Security 2024 COLA’s still leaving seniors empty handed

[ad_1] Recently, a newly divorced woman in her 50’s asked me if I knew of any good books for middle-aged, single woman of wealth. My eloquent answer was, “Um, er . . . .” Others might have more flippant responses like, “Why? Where’s the problem?” It may be hard to empathize if one has not… Continue reading You’re suddenly single, with wealth—is there a problem here? — The South Dakota Standard

[ad_1] Autumn is the time to finalize year-end plans and make smart moves in your investment accounts, tax strategy and workplace benefits — including any equity compensation you hold from your employer. Year-end planning looks a little different for everyone. It’s important to give yourself a moment to review where you are in your current… Continue reading Five Financial Moves to Make as Year’s End Approaches

[ad_1] Creative Planning, the Overland Park, Kan.-based registered investment advisor run by CEO Peter Mallouk, closed on its acquisition of Goldman Sachs’ Personal Financial Management unit Friday morning. The terms of the deal were not disclosed.    Mallouk said he will revive the United Capital name, and the business will operate as a wholly-owned, independent entity… Continue reading Creative Planning Closes on Acquisition of Goldman Sachs PFM