Culotta Insurance & Investments

Culotta Insurance & Investments Work Hard, Invest Right, and the Sky's the Limit!

Are your Social Security payments taxable? Do states tax Social Security? Here's what you need to know.
11/17/2024

Are your Social Security payments taxable? Do states tax Social Security? Here's what you need to know.

The Social Security COLA is just one aspect of your benefits that can impact your taxes.

Are you looking for ways to lower your tax bill or increase your refund for 2024? Here are a few ways you can do so.
11/14/2024

Are you looking for ways to lower your tax bill or increase your refund for 2024? Here are a few ways you can do so.

Don't forget to itemize your charitable donations this holiday season.

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11/11/2024

Stay up to speed when you sign up for the twice-monthly newsletter.

Sign up and stay tuned for this week's posts.

If a loved one suddenly starts missing payments or loses track of their spending when they're typically diligent about t...
11/09/2024

If a loved one suddenly starts missing payments or loses track of their spending when they're typically diligent about their personal finances, it could be a sign of an undiagnosed condition.

Financial files in disarray. Late payments and last-warning service-cutoff notices. Multiple daily bank withdrawals. Out-of-character purchases.

What's the difference between debt consolidation and debt restructuring, and when does one make more sense than the othe...
11/06/2024

What's the difference between debt consolidation and debt restructuring, and when does one make more sense than the other? This article helps explain some important facts.

Debt consolidation and debt restructuring both have a place in managing debt. Debt consolidation is a strategy that combines your debts. You use a loan or a large credit card to pay off all your debts, then repay that single loan. On the other hand, debt restructuring is when you negotiate with your...

We're about to see one of the largest wealth transfers as boomers pass on inheritances to millennials and Gen X, but we ...
11/03/2024

We're about to see one of the largest wealth transfers as boomers pass on inheritances to millennials and Gen X, but we need to start talking about how quickly that wealth is getting transferred.

"They will make some mistakes, but at least they'll do that on the front end."

Tax laws and other circumstances can change. How do you keep your estate plan adaptable and flexible enough to protect y...
10/31/2024

Tax laws and other circumstances can change. How do you keep your estate plan adaptable and flexible enough to protect your assets?

Estate plans need to be able to accommodate an unpredictable future.

Wondering how to plan for retirement? Learn about the pros and cons of using fixed horizons versus survival probabilitie...
10/28/2024

Wondering how to plan for retirement? Learn about the pros and cons of using fixed horizons versus survival probabilities to guide your financial future.

Read about Fixed Horizons vs. Survival Probabilities in Retirement Planning on Retirement Researcher

If you're seeking to grow your business, efficiency is a top priority. Learn five ways you can make your business more e...
10/26/2024

If you're seeking to grow your business, efficiency is a top priority. Learn five ways you can make your business more efficient and dynamic.

Efficiency is the name of the game when you run your own business, and luckily, these practices and tools will make that task much easier.

Writing a check nowadays can be risky, especially if you're trying to send it in the mail. Here are a few tips to keep y...
10/23/2024

Writing a check nowadays can be risky, especially if you're trying to send it in the mail. Here are a few tips to keep your checks safer.

Fraudsters have found clever ways to alter the names and amounts on checks you've written. Use these simple steps to prevent them from taking your money.

It can be easy to miss tax payments especially when you have more than one source of retirement income. However, there i...
10/20/2024

It can be easy to miss tax payments especially when you have more than one source of retirement income. However, there is a way for required minimum distributions (RMDs) to cover tax payments.

If you're retired with multiple sources of income, you need to pay taxes. But a required minimum distribution withholding strategy can help avoid IRS penalties.

Charitable donations can be more than just a philanthropic decision -- it can also become a key part of your financial p...
10/17/2024

Charitable donations can be more than just a philanthropic decision -- it can also become a key part of your financial planning. Here are a few ways charity can be at the forefront of your strategy:

Learn how to maximize your ability to give back.

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110 E Main Street , PO Box 306
Liberty, MS
39645

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