Tag: Financial planning

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IRS boosts mileage rate deductions as gas prices soar to $5 a gallon

IRS boosts mileage rate deductions as gas prices soar to $5 a gallon

Guy Benhamou sends a picture of gas prices to friends while pumping gas at an Exxon Mobil gas station on June 9, 2022 in Houston.Brandon Bell | Getty [...]
Tax-loss harvesting turns losses into gains. Here’s when to skip it

Tax-loss harvesting turns losses into gains. Here’s when to skip it

When the stock market dips, a strategy known as tax-loss harvesting can be a silver lining. But it doesn't make sense for all portfolios, financial ex [...]
Picking a socially responsible fund can be confusing. Here’s what to know

Picking a socially responsible fund can be confusing. Here’s what to know

Tetra Images - Erik Isakson | Brand X Pictures | Getty ImagesInvestment funds that promote values like the environment and social good have become mor [...]
Need to tap your 529 college savings? How to handle a market downturn

Need to tap your 529 college savings? How to handle a market downturn

Klaus Vedfelt | DigitalVision | Getty ImagesMonths of stock market volatility may deliver a costly surprise to parents sending children to school this [...]
Capital gains may have triggered more individual taxes for 2021

Capital gains may have triggered more individual taxes for 2021

The U.S. Department of the Treasury buildingJulia Schmalz | Bloomberg | Getty ImagesSome investors may be grappling with the sting of higher-than-expe [...]
Tax pros ‘horrified’ by IRS decision to destroy data on 30 million filers

Tax pros ‘horrified’ by IRS decision to destroy data on 30 million filers

courtneyk | E+ | Getty ImagesAn audit by the Treasury Inspector General for Tax Administration revealed the IRS has tossed data for millions of payers [...]
Here’s why inflation may be less costly for some retirees

Here’s why inflation may be less costly for some retirees

A shopper at a San Francisco grocery store on May 2, 2022.David Paul Morris | Bloomberg | Getty ImagesInflation is a growing concern as Americans spen [...]
Over 60 million tax returns could be completed automatically, study says

Over 60 million tax returns could be completed automatically, study says

Tom Werner | DigitalVision | Getty ImagesThe IRS may have the ability to automate nearly half of tax returns, according to a working paper from the Na [...]
Worried about a recession? Here’s how to prepare your portfolio

Worried about a recession? Here’s how to prepare your portfolio

FG Trade | iStock | Getty ImagesMore from FA Playbook:Here's a look at other stories impacting the financial advisor business."We all understand that [...]
I bonds to deliver a record 9.62% interest for the next six months

I bonds to deliver a record 9.62% interest for the next six months

Marko Geber | DigitalVision | Getty ImagesIf you're eyeing ways to fight swelling prices, I bonds, an inflation-protected and nearly risk-free asset, [...]
Most Americans still feel optimistic about retirement, survey finds

Most Americans still feel optimistic about retirement, survey finds

Ipggutenbergukltd | Istock | Getty ImagesDespite the pandemic, most Americans still feel optimistic about a comfortable retirement, but inflation is t [...]
These are the best and worst U.S. places to die, report shows

These are the best and worst U.S. places to die, report shows

Your end-of-life experience may be very different depending on where you live, according to a Policygenius report that ranks the country's best and wo [...]
Here’s how to be mindful with your money

Here’s how to be mindful with your money

Tommaso Boddi | Getty Images Entertainment | Getty ImagesAmericans are stressed and anxious about money of late. Being mindful can help, according to [...]
Homebuilders turn to mixed-use districts, master-planned communities

Homebuilders turn to mixed-use districts, master-planned communities

Americans who are short on cash to make rent may need to face an uncomfortable reality: Conditions will likely get worse before they get better.U.S. h [...]
Here’s what every woman needs to know about investing

Here’s what every woman needs to know about investing

Thomas Barwick | Getty ImagesDespite setbacks during the pandemic, the financial influence of women in the U.S. only stands to grow in the coming year [...]
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