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Where there’s a Will, there’s a Plan – Estate Planning | Meyers Wealth Management
https://meyersmoney.wordpress.com/2015/04/27/where-theres-a-will-theres-a-plan-estate-planning
Fee-only Financial Planning, Investment Advice and Wealth Management. Where there’s a Will, there’s a Plan – Estate Planning. April 27, 2015. Middot; by David. Middot; in Beneficiaries. Middot; Leave a comment. Estate Planning for Everyone. Where there’s a Will, there’s a Plan (and if there isn’t a will, there’s still a plan, but it might not be what you want). Okay, the title is just being silly as you’ll see below, it’s about a lot more than just a will.). First a few myths that need to be busted:.
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Free Money! Which, sadly, only 25% of those eligible are taking… | Meyers Wealth Management
https://meyersmoney.wordpress.com/2015/03/24/free-money-which-sadly-only-25-of-those-eligible-are-taking
Fee-only Financial Planning, Investment Advice and Wealth Management. Which, sadly, only 25% of those eligible are taking…. March 24, 2015. Middot; by David. Middot; in 401(k). Middot; Leave a comment. Now that I have your attention, let’s try that again. What we’re talking about here is the Retirement Savings Contributions Credit. Is much more valuable than a tax. Since it reduces the amount you owe in taxes dollar-for-dollar. The 50% threshold is fairly low if your Adjusted Gross Income (AGI) is below ...
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Obamacare and Your Taxes (2014 and beyond) | Meyers Wealth Management
https://meyersmoney.wordpress.com/2015/02/19/obamacare-and-your-taxes
Fee-only Financial Planning, Investment Advice and Wealth Management. Obamacare and Your Taxes (2014 and beyond). February 19, 2015. Middot; by David. Middot; in Uncategorized. Middot; Leave a comment. The Affordable Care Act has a wide ranging list of tax effects, some of which apply to individuals, some to corporations, some intended to provide incentives for individuals or businesses to get insurance, some to provide funding which helps keep other parts of the law up and running. The ACA added a surta...
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How are Social Security benefits computed, and what are WEP and GPO? | Meyers Wealth Management
https://meyersmoney.wordpress.com/2015/03/14/how-are-social-security-benefits-computed-and-what-are-wep-and-gpo
Fee-only Financial Planning, Investment Advice and Wealth Management. How are Social Security benefits computed, and what are WEP and GPO? March 14, 2015. Middot; by David. Middot; in Retirement. Middot; Leave a comment. Perhaps the most successful government program ever, Social Security was put in place as a form of social insurance in order to protect against people who’d worked their entire lives ending up in poverty in their old age. If you’re divorced, but were married for more than 10 years to a s...
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