As perhaps with those reading this post, this time of year for me is typically spent on deliberate personal and professional introspection. I received the following greeting several years ago, yet it continues to inform my perspective. Just the other day, I printed out the quote to reflect on 2016 and plan for the year […]
This post comes from Per Stirling Financial Advisor Angela Epley, CFP®. Autumn and winter tend to be the times of year when many employers hold their annual open enrollment period for adjusting benefit selections. Make sure your selections reflect your worth and unique situation in order to take full advantage of these wealth-building (and wealth-protecting) […]
Affordable Care Actaggressivebenefitsconservativecontributionsdeathdentaldependentsdisability insurancedivorcefinancial penaltiesfreelancehealth insuranceindependent contractorIRSlong-term disability insurancemarriagemedical coverageMedicareMedicare Advantageopen enrollmentqualifying life eventretirement accountrisk tolerancespecial enrollment periodvisionWith the April 15th tax filing deadline rapidly approaching – there’s still time to potentially lower your 2014 tax bill. How? By making a full contribution to your traditional IRA. A contribution of $5,500 (or $6,500 if you’re 50+ years old) could give you an income tax deduction for 2014, as long as you make […]
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