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So far Janae - BPetersonDesign has created 30 blog entries.

New Year, Updated Tax Numbers for 2021

2021-02-26T15:06:49-07:00

With 2021 upon us it’s important to be armed with the most up to date information. Here is a handy sheet with all kinds of key financial numbers that can help you determine what your tax bracket is, contribution limits, and even Medicare deductibles. ...

New Year, Updated Tax Numbers for 20212021-02-26T15:06:49-07:00

9 Tax Facts and Tips to Save You Money

2020-12-14T09:55:28-07:00

Tax brackets and tax rates have changed. Every year, the tax brackets for taxable income are adjusted based on the rate of inflation. Table 1 illustrates your marginal tax bracket based on taxable income.Table 1: Tax brackets for 2020 The increased standard deduction has simplified ...

9 Tax Facts and Tips to Save You Money2020-12-14T09:55:28-07:00

9 Smart Planning Moves to Consider at Year-End

2020-12-14T09:30:59-07:00

1. Review Your Income or Portfolio Strategy Are you reaching a milestone in your life such as retirement or a change in your personal circumstances? Has your tolerance for taking risk changed? We experienced historic volatility this year. The broad-based S&P 500 Index lost over ...

9 Smart Planning Moves to Consider at Year-End2020-12-14T09:30:59-07:00

2020 Economic & Market Update + What the Election Means for Your Finances

2020-11-05T13:48:19-07:00

Are you worried about what the election means for your finances?Wondering when the economy will recover?Hoping your finances are prepared?Tune in to our webinar to hear our fiduciary advisors discuss the answers to these questions. Daniel reviewed what occurred in the economy and ...

2020 Economic & Market Update + What the Election Means for Your Finances2020-11-05T13:48:19-07:00

6 Steps That Put You on the Path to a Successful Retirement

2020-10-17T03:57:14-06:00

Achieving your financial goals doesn’t just happen by itself. It takes a plan, implementing the plan, adhering to the plan, and when necessary, adjusting the plan. Simply put, failing to plan is planning to fail. Don’t plan to fail! Nearly everyone will receive Social Security, but ...

6 Steps That Put You on the Path to a Successful Retirement2020-10-17T03:57:14-06:00
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