Jason Hunter - Financial Advisor at LPL Financial

11/11/2022

The IRS announced adjustments for 2023, which address a few key areas:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2023.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2023 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.

08/30/2022

If you want to retire to another location, think about whether it makes sense for you financially as well as socially. Will you be able to find part-time work there, if needed? Could local economic factors make the area less affordable for you someday?

08/23/2022

Did you know? The gender wage gap can have an impact on a woman's preparation for retirement. We can help make sure you (or a special woman in your life) are prepared for what may lie ahead.

08/16/2022

Did you know? Estate planning is important for everyone, no matter your income level. A good estate strategy starts with an honest conversation. Reach out, and let's talk about your money's future.

08/09/2022

What would you do with an extra year? Retiring one year later means one extra year to save, one extra year for those savings to potentially grow and compound, and one less year of retirement to fund. It might be worth considering.

08/02/2022

Make retirement saving a priority. Parents may want to prioritize saving for retirement over paying college tuition. Helping your child with college costs is great, but not if it places your retirement at risk.

10/30/2020

07/19/2020

GOLF TIP: When putting, your grip should run up your palm, with the shaft of the putter running parallel to both your forearms. This grip helps to reduce wrist action and promotes a consistent, one-lever stroke.

07/19/2020

Have questions about Economic Impact Payments, AKA stimulus checks? Learn more about them here: https://www.irs.gov/coronavirus/economic-impact-payment-information-center

07/17/2020

Social distancing has drastically changed the way we live and work. Here’s a look at how this might affect American life in the future: https://www.forbes.com/sites/robertglazer/2020/04/01/covid-19-will-permanently-change-the-way-every-generation-lives-heres-how/