Personal Finance

No one wants to talk about their taxes on a beautiful summer day in the middle of August. But, believe it or not, there are some administrative things every taxpayer should be doing now and completing by the end of the year. Spending some time now collecting documents, updating withholdings, and maximizing deductions can mean… Continue reading How to Get a Jump on 2023 Tax Season – Tips and Examples

Rule 72(t) refers to a section of the Internal Revenue Code that allows taxpayers to make early withdrawals from certain qualified retirement accounts—like a 401(k) or an individual retirement account (IRA)—without paying extra penalties. Retirement Daily’s Robert Powell caught up with Jeffrey Levine, CPA and tax pro from Buckingham Strategic Wealth Partners, to discuss everything… Continue reading How to Withdraw From Retirement Funds Penalty-Free

Back in 2020, Apple released the first-generation Apple Watch SE. A kind of Frankenstein’s monster in the best way that took parts from the then brand new Series 6 along with the previous generations, to create a more affordable wearable that still had all the elements of an Apple Watch. And for 2022, Apple’s  (AAPL)… Continue reading Apple Watch SE (2nd Gen) Review: Pushing Value

The cost of college is across the 50 states varies widely. Here’s where students have taken on the biggest debt burden. The cost of college is across the 50 states varies widely. Here’s where students have taken on the biggest debt burden. How big of a problem is student debt? Some say the effect student… Continue reading The States With the Highest and Lowest Student Debt

Raging inflation already appears to have put a dent into consumer spending, with personal consumption expenditures rising only 0.1% in July. And things aren’t looking so hot for the holiday shopping season. A total of 55% of consumers said inflation will affect their holiday spending this year, according to a survey of 1,025 people from… Continue reading How People Plan to Cut Christmas Spending Thanks to Inflation

Raging inflation already appears to have put a dent into consumer spending, with personal consumption expenditures rising only 0.1% in July. And things aren’t looking so hot for the holiday shopping season. A total of 55% of consumers said inflation will affect their holiday spending this year, according to a survey of 1,025 people from… Continue reading Christmas Spending Already Crimped by Inflation

What is carried interest? Retirement Daily’s Robert Powell caught up with Jeffrey Levine, CPA and tax pro from Buckingham Strategic Wealth Partners, to answer that question and explain the benefits. TurboTax Live experts look out for you. Expert help your way: get help as you go, or hand your taxes off. You can talk live to… Continue reading The Carried Interest Loophole Explained with Examples

Apple’s iPhone 14 hits shelves — or more like doorsteps of folks who preordered it — on Sept. 16, but I’ve already spent nearly a week with it. Specifically, a lovely blue iPhone 14 and it’s inherently a familiar device, one that keeps the working design of the iPhone 13 (which on its own builds… Continue reading iPhone 14 Review: Perfecting a Working Formula