by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Jan 22, 2024 | Employer Sponsored Accounts, Financial Planning, Health Savings Account (HSA), High Net Worth, Insight, IRA/Roth IRA, Retirement Accounts, Taxes
New Year, New Rules: Key Policy Changes Impacting Your 2024 Finances Search for: Not surprising that improving finances are a top new year’s resolution by respondents in a Forbes Health/OnePoll survey. Understanding federal policy updates that can impact your...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Nov 20, 2023 | Financial Planning, Insight, Taxes
Year-end Tax Strategies Search for: Before your brain goes full holiday-mode, as the year draws to a close, it’s time to consider some savvy end-of-year tax strategies. While it’s always better to plan throughout the year, here are two such strategies: tax loss...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Sep 25, 2023 | Financial Planning, Insight, Student Loans
Federal Student Loan Payments Resume Search for: Federal Student Loan Payments Kick-In. For many federal student loan borrowers, the end of the pandemic-related payment pause is fast approaching. Beginning in October, many of these borrowers will be required to resume...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Feb 14, 2023 | Financial Planning, Insight, Taxes
Last Minute Money Moves in 2023 To Help With 2022 Finances Search for: Tax filers are getting a few extra days this year since April 15th falls on a Saturday and Monday the 17th is a holiday in certain jurisdictions. So, taxes are due Tuesday, April 18th. There is...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Jan 22, 2023 | Financial Planning, Insight, Sustainable
Washington’s Bi-partisan Inflation Reduction Act (IRA) Search for: While the often caustic rhetoric of the midterm elections was getting into gear in late summer, Washington legislators actually came together and passed the Inflation Reduction Act (IRA) on August 7th...
