bob.williams

It seems like we just rang in the new year and here we are almost at the end of 2023. My dad told me the older I got, the faster things would go, and he wasn’t wrong. So, with the time left before the end of the year, there are some financial matters you need to attend to before you [...]

It won’t be long before you’ll be fussin’ and cussin’ again as you gather all the tax information needed to step back in the ring with the IRS on April 15th. The standard deduction and all tax brackets have been adjusted for the 2023 tax year. Here are the numbers that will be used to determine what you owe.   [...]

It seems like we just rang in the new year and here we are almost at the end of 2023. My dad told me the older I got, the faster things would go, and he wasn’t wrong. So, with the time left before the end of the year, there are some financial matters you need to attend to before you [...]

If you’re 65 years old and still working, you may be part of an elite group of American workers. Pew Research Center, in its latest jobs survey, found that employees aged 65 and older are the happiest employees in the workforce. The survey found: Two-thirds of those 65+ are extremely or very satisfied with their jobs, compared with: 55% of [...]

Ah, the college experience! There’s a lot of growing up that happens in those four years—finding out who you are, learning to be even more independent, and for some, learning to do their own laundry. But one thing is certain. No matter when you go to school or where, it’s going to be expensive.   What drives the cost of [...]

529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the plan. When it began in 1996, the 529 plan was a new way to save and pay for higher education; the money got to grow tax-free and then could be withdrawn tax-free if it was used to pay for qualified higher [...]