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22 Mar How Unused 529 Plans Now Have Another Tax-Advantage Option
Posted at 10:38h
in Education, Financial Goals, Financial Wellness, Retirement, Starting, Growing a Family, Taxes
Are you one of the few out there that might have saved too much for your child’s college into a tax-advantaged 529 savings plan? Not sure what to do with it now? I am sure you don’t want to take out the money for non-education...
07 Mar Make Tax Time a Happy Time!
Sorry for this dose of reality! It is March…that means you have just about 5 weeks left to get organized and submit your tax return. The tax deadline is April 18, 2023 (some taxpayers in disaster areas in California, Georgia and Alabama have an extended...
13 Dec 5 Year-End Tax Moves to Make Now
The month of December can be busy. However, if more money in your pocket and less in the government’s coffers, is one of your goals then we need to focus on accomplishing some last-minute tasks that make take a few minutes. Maximizing your retirement contributions...
13 Sep Back-to-school finances with your 529 Plan
Posted at 10:35h
in Education, Financial Goals, Financial Wellness, Life Transitions, Money in Your 20s, Saving/Spending, Starting, Growing a Family
Back-to-school time may mean a bunch of new expenses if you are sending your kids to private school or college. There is tuition, books, school supplies, living expenses and perhaps even travel expenses. You have saved up funds in a 529 plan now it is...
24 Aug Financial Success using the 50/30/20 Rule of Thumb
Finding the right balance of enjoying life now vs. planning for the future is a financial planning goal I hear often from both young people just getting started and well-established families that might be experiencing lifestyle creep. Life is filled with competing demands for our...
27 Jun Chalk Talk – The latest on the RISE & SHINE/SECURE 2.0 Acts, what that means to you and your Tax Planning in Retirement
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 7-19-22 at 730pm Eastern; 430pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How: Zoom Meeting, Free to ongoing clients; $10 for guests Email: Info@mainstreetplanning to get a copy The latest...
10 Feb Money Tips for Young Adults
What is the Money Date? A weekly time to check in. 3 things we review and update: 1. Spending 2. Earning 3. Savings In this week’s Money Date, Anna reviews tips for young adults. Create a budget & start an emergency reserve (Curveball Account) Live cheaply....
22 Oct October is National Financial Planning Month Part 2
Continuing our discussion about how you can improve your finances… Let’s talk investment portfolio. When was the last time you reviewed how your accounts are doing? I personally review every investment account and track balance changes every month. It’s really good for me to see the...