by Justin Knapp | Aug 8, 2019 | Financial Articles
Topics in this quarters IWM Planning News: Is the Government Double- Taxin Your Social Secuiry Benefits? Data Protection Protocols Key Estate Planning Doucments Why Not DO it Now? New Research on Procrastination Read Full August 2019 Planning News...
by Justin Knapp | Aug 6, 2019 | Financial Articles, Uncategorized
Experts often recommend saving up $1 million before you retire. But in many cases, that may not be enough, thanks in part to longer life expectancy and disappearing pensions. What would it take to bump your retirement savings goal up from $1 million to $1.5 million?...
by Justin Knapp | May 1, 2019 | Financial Articles
See attached PDF outlining some steps to be more secure with your personal financial information. Cybersecure Tip SheetDownload
by Justin Knapp | Apr 15, 2019 | Current Affairs, Financial Articles
IWM 2Q2019 Market & Economic Review (click here)…
by Justin Knapp | Mar 28, 2019 | Financial Articles
At this time of year, many people are looking for ways to reduce their tax bills. One option may be to make a contribution to a health savings account. You can still make contributions for the 2018 tax year to an H.S.A. until the federal tax filing deadline in April,...
by Justin Knapp | Sep 7, 2018 | Financial Articles
The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual income” to more detailed research studies providing “precise” savings guidelines based...
