While inflation numbers have started to ebb compared to the last two years, the Social Security Administration acknowledged rising prices with increases in both benefit- and earnings-related programs.
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The IRS adjusted the 2025 contribution limits for some retirement accounts, and next year will be the first implementation of a new provision for earners age 60 through 63.
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For taxpayers impacted by recent storms across the Southeastern United States, the IRS has extended key deadlines for filing and paying 2024 taxes and provides guidance for relief.
October is Financial Planning Month. As we enter the final months of 2021, now is a great time to make sure you are up to date and taking advantage of year-end opportunities.
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Historically, low inflation and tax policy have supported higher market multiples. With both inflation and taxes possibly increasing, we are watching for shifting trends in the markets.
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