Getting plan in place to succeed throughout the upcoming Set Short- and Long-Term Financial Goals: Whether you want to be debt free in ten years or own a home in three, you are more inclined to save if you have specific goals. Factor these goals into a budget and figure out where you can squeeze …
If you have a mortgage or have children, then there is a good chance that life insurance is a necessary piece of your overall financial plan. If you were to die prematurely, would your family still be able to afford your mortgage on a single income stream? Would your spouse have to change jobs or …
Life Insurance: An Important Piece of the Financial Puzzle Read More »
Notable IRS Adjustments For 2022 Jeff Witz, CFP® MEDIQUS Asset Advisors, Inc. “Results. One Client at a Time.” ® The beginning of the year is always a good time to check on any adjustments the IRS made to ensure you have a reasonable idea of what you will owe and can save in …
Q: Are there any significant tax changes for 2022? A: Congress continues to debate more significant changes to the tax code, but it is still unclear when a final bill will make its way to President Biden’s desk. In the meantime, the IRS did make some notable adjustments. The beginning of the year is …
Beware! Federal Student Loan Payments Resume Soon Jeff Witz, CFP® MEDIQUS Asset Advisors, Inc. Results. One Client at a Time.® The period of administrative forbearance on federal student loans is set to expire January 31, 2022, and payments will resume February 1, 2022. Student loan relief was a major component of the CARES Act passed …
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