By Kevin Theissen Jim Cramer, host of “Mad Money” on CNBC, is credited for creating the popular FAANG acronym to identify some of the largest, most powerful companies in the world: Facebook, Amazon, Apple, Netflix, and Google. Recently, changes in […]
Category: Money Matters
Post estate & gift planning — to do list
By Kevin Theissen October is Estate and Gift Planning Awareness Month, which is an annual effort by the Financial Awareness Foundation. Let’s assume that you just updated or created your estate & gift Plans, so now what do you do? […]
Rumors about Social Security
By Kevin Theissen You’ve probably heard the rumors about Social Security: “If you keep working you can’t collect benefits,” “The program is going broke,” and the old standby, “You’ll never get back what you put into it!” If any of […]
Are estate tax changes coming soon?
By Kevin Theissen To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes. One of the proposals would reduce the estate tax exemption to […]
Are your taxes going to change?
By Kevin Theissen Most likely you’ve heard what’s brewing in Washington, D.C. called by one of these following names: The Build Back Better Act, “the $3.5 trillion budget reconciliation bill” or the “Jobs and Economic Recovery Plan for Working Families.” […]
Navigating Medicare’s annual enrollment
By Kevin Theissen How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop or switch coverage. Medicare’s annual […]
Do you need an estate plan?
By Kevin Theissen The only person who doesn’t need an estate and gift plan is the one who lives forever and never gets sick! Over 50% of our adult population (120 million adults) do not have nor realize the importance […]
The underutilized benefits of health savings accounts
By Kevin Theissen Healthcare can be one of the priciest yet most essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take health saving accounts (HSAs), for example. In 2019, 55% of […]
Teenage “wage-land”
By Kevin Theissen Summer jobs are a perennial aspect of the American workforce. It’s a time when teenagers are filling out applications and, in many cases, earning wages of their own for the first time. But some of what we’ve […]
Cuts to social security benefits?
By Kevin Theissen The economic impact of Covid-19 has been felt from coast to coast. And, unfortunately for many pre-retirees, it could potentially impact Social Security benefits as well. Some reports suggest that if Congress doesn’t take action to address […]