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Tax-Related Provisions in the Inflation Reduction Act Thumbnail

Tax-Related Provisions in the Inflation Reduction Act

The Inflation Reduction Act of 2022 included a few tax-related provisions that may impact your situation. The extension of the more favorable premium tax credits will apply for those retiring before age 65. There are credits available for those looking to purchase elective vehicles or make energy-related improvements to their home. Finally, those spending a considerable amount on prescriptions under Medicare may obtain some relief through this legislation.

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7 Steps to Address Concern About an Aging Parent  Thumbnail

7 Steps to Address Concern About an Aging Parent

Helping an aging parent requires taking a proactive but caring approach. It is important to have open communication with other key family members and to become more involved in your parents’ lives without “babying” them in their elder years.

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Is it worth the money to hire a financial advisor? Thumbnail

Is it worth the money to hire a financial advisor?

Deciding whether to hire a professional financial advisor requires performing a cost-benefit analysis. Just as you can do your own plumbing without hiring a professional plumber, you can go the DIY route on your finances. But, will things get messy? Some may have a strong financial background with ample time to do it themselves, but others may benefit from hiring a financial advisor that is holistic, tax-focused, and life-focused.

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