Financially Speaking

Financially Speaking Financially Speaking is a live listener participation program that informs listeners pertaining to their financial planning and investments

11/17/2023

I have now changed my password. If you received a friend request from disregard.

10/18/2023

Jim Taunton helps you make all your financial decisions good ones. Call 866-963-1037 on Thursdays at 6:30pm Eastern to talk with Jim about: Stocks, Bonds, ...

As the new year begins in earnest, we thought this would be the perfect time to offer a brief “state of estate planning”...
02/08/2023

As the new year begins in earnest, we thought this would be the perfect time to offer a brief “state of estate planning” address! Here are a few things to keep in mind in 2023:

🖋️ Those with a taxable estate above the lifetime exemption can expect to pay anywhere between 18-40% in estate tax in 2023. However, the good news is that the per-person lifetime exemption from estate and gift tax is expected to rise to approximately $12.92 million.

🖋️ I’ve seen more clients including real estate investments in their estates. If you're among those doing so, make sure you report the investment and pay any associated taxes to the IRS. Otherwise, beneficiaries will be subjected to tax audits.

🖋️ Strong, open family communication can be tough, but we encourage you to have these sometimes difficult conversations. It’ll be worth helping your family avoid potential legal fees down the road.

Need help this year with estate planning? We’re here–always feel free to reach out!


📖: 2023 Estate and Gift Tax Rates: What You Need to Know, The Motley Fool

You might already be daydreaming about 2023, but we encourage you to do one final check on your finances before the year...
12/22/2022

You might already be daydreaming about 2023, but we encourage you to do one final check on your finances before the year ends. Here are a few things to look over:

✔️ Review your budget and spending. Did some of those numbers take you by surprise? Make adjustments to your categories as needed.

✔️ Review outstanding debt. Then, set reasonable goals for paying it down! You’re not going to be debt-free overnight, but being consistent and sticking to your plan will work over time.

✔️ Revisit savings goals. Are you planning on a big vacation in 2023? Or maybe you’re wanting to buy a new car; adjust your savings goals as needed for big-ticket needs or wants.

If you’d like to go through this checklist together, just give the office a call or message us!

10/13/2022

Join me on Financially Speaking tonight at 6:30pm on 103.7 FM WTIB to hear information about markets, the economy, and your personal financial planning.

08/11/2022

Financially Speaking will be live tonight at 6:30 on 103.7 WTIB FM. You can listen on the TuneIn app on your cell phone if you prefer. - Jim Taunton,CFP,CLU,ChFC

07/07/2022

Those that watched Financially Speaking on FB Live download the TuneIn app on your phone and you will be able to listen to the radio broadcast on your phone live.

07/07/2022

It has become impossible to deal with Facebook regarding the live video and subsequent boosting so you will have to tune in to 103.7FM at 6:30p to hear Financially Speaking. It is with some disappointment that I make this announcement. Sorry for the inconvenience.

06/24/2021

We will be running a replay of last week's program tonight. Sorry about that...but I will be back next week. See you then!

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Greenville, NC
27858

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