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16 Nov 2023 Mint Alternatives: Making Cents of the Options

Posted at 14:00h in The Friday Brief by Daniel Logan, CFP®

By now you have likely heard the news that Mint, the well-known budgeting app, is discontinuing at the end of the year. Part of it will be rolled into Credit Karma (owned by Intuit), but most of the budgeting features will cease to exist. It...

09 Nov 2023 2024 Contribution Amounts, Tax Bracket Changes, and Social Security Increases

Posted at 15:58h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Each year around this time the IRS announces contribution limit and tax bracket increases for the upcoming year. The Social Security Administration does the same, notifying recipients what change in benefits they can expect. You may remember that all of the above--contribution amounts, tax brackets and...

02 Nov 2023 Fed Up With Questions

Posted at 15:16h in The Friday Brief by Jared Korver, CPA, CFP®

How long will the Fed keep rates where they are? Is there another rate hike coming, or will rates start to come down again? If so, when? In the meantime what’s in store for my portfolio? The answer or course—to these and many other important questions—is...

26 Oct 2023 7 Smart Year-End Money Moves

Posted at 16:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

I bet if I asked you for a list of things you're looking forward to during the upcoming Holiday season, tackling a list of personal finance items would not appear in your top 10. Or top 100 for that matter. That's why I like to...