14 03, 2023

Silicon Valley Bank Failure

2023-05-04T09:24:37-07:00March 14th, 2023|Uncategorized|Comments Off on Silicon Valley Bank Failure

CIO NOTE from Mark DiOrio, Brookstone Capital Management What Happened? Silicon Valley Bank was shut down by regulators on Friday, March 10. This is the second largest bank failure by size (unadjusted for inflation) in U.S. history. This is a standard regulatory practice when a bank begins to either have liquidity or solvency issues. Who [...]

14 11, 2022

Five helpful ways WOMEN can start to save more for retirement

2022-11-14T11:52:45-07:00November 14th, 2022|Uncategorized|Comments Off on Five helpful ways WOMEN can start to save more for retirement

What is the Financial Outlook for Women Planning for Retirement? The gender landscape across American industries is evolving. Today, women continue to make up nearly half of the workforce in the United States.1They own more than 12 million businesses2and are the sole or primary breadwinners for 42 percent of families with children under 18.3 But, [...]

13 10, 2022

Inflation Reduction Act and Medicare

2022-10-13T11:10:16-07:00October 13th, 2022|retirement|Comments Off on Inflation Reduction Act and Medicare

As shared by Antonio Lugo: New laws are here! The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare. Is this deal a big deal? Could be. I'll wrap it up for you at the end. First, here are some Medicare changes you [...]

26 09, 2022

Should You Prepare to Retire on 80% of Your Income?

2022-09-26T09:18:38-07:00September 26th, 2022|Uncategorized|Comments Off on Should You Prepare to Retire on 80% of Your Income?

Examining a long-held retirement assumption.Provided by Carla MerlakA classic retirement preparation rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom still true, or does it need reconsidering? Some new research suggests that retirees may not need that much annual income to [...]

14 09, 2022

Got a letter or notice from the IRS? Here are the next steps

2022-09-14T08:50:31-07:00September 14th, 2022|Uncategorized|Comments Off on Got a letter or notice from the IRS? Here are the next steps

IRS Tax Tip 2022-141, September 14, 2022 When the IRS needs to ask a question about a taxpayer's tax return, notify them about a change to their account, or request a payment, the agency often mails a letter or notice to the taxpayer. Getting mail from the IRS is not a cause for panic but, [...]

12 09, 2022

2022-09-12T11:48:39-07:00September 12th, 2022|Uncategorized|Comments Off on

Have questions about the recent student loan forgiveness announcement? I’ve got (some) answers. (Please forward this email to anyone you know who might need some clarity about their student loans. There's also a very important note about scams at the bottom that's worth sharing. #themoreyouknow) You've probably heard by now that the government plans to [...]

8 09, 2022

Options for Extended Care

2022-09-08T10:04:47-07:00September 8th, 2022|Uncategorized|Comments Off on Options for Extended Care

Did you miss out on the informative webinar on options for extended care. No worries, here is the link to watch when it is convenient for your schedule. Watch Webinar Now!

25 08, 2022

Retirement Friendly States

2022-08-25T07:48:39-07:00August 25th, 2022|Uncategorized|Comments Off on Retirement Friendly States

States vary widely in the way they tax retirement income so location is an important consideration in financially planning for retirement. Some states don’t levy income states on any sort of retirement income, while others tax IRA and 401(k) distributions, pension payouts and even social security payments like ordinary income. Income taxes are just part [...]

12 08, 2022

Illinois’ Income and Property Tax Rebate

2022-08-12T05:20:06-07:00August 12th, 2022|Tax|Comments Off on Illinois’ Income and Property Tax Rebate

Many Illinois residents could soon see checks in the mail or money in their bank accounts thanks to new income and property tax rebates this fall, but who is eligible? Under Gov. J.B. Pritzker's Illinois Family Relief Plan, which was approved in April, one-time individual income tax and property tax rebates will be issued to [...]

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