by admwiu | Dec 5, 2023 | Newsletter
With the COVID pandemic receding in most areas of the world, Americans are traveling again. U.S. citizens took more than 80 million international trips in 2022, an increase of almost 66% over 2021.1 If you’re planning a foreign vacation, here are some suggestions to...
by admwiu | Dec 5, 2023 | Newsletter, Tax planning
A couple of federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home. The energy efficient home improvement credit is available for qualifying expenditures incurred for an existing home or for an...
by admwiu | Dec 5, 2023 | Investment management, Newsletter
Mutual funds pool investment dollars from many individual investors to purchase a group of selected securities aimed at meeting a particular objective. This offers a convenient way to invest across a wide range of market activity that would be difficult for most...
by admwiu | Dec 5, 2023 | Cash flow & debt, Newsletter, Tax planning
A 2023 survey revealed a notable shift in public opinion over the past decade about the value of a college degree: 56% of Americans think a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills...
by admwiu | Dec 5, 2023 | Newsletter, Retirement
Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits. If you’re looking forward to receiving your Social Security benefits, whether in one year or 30 years, you may be curious about some of the basic...
