What do I do? I help Florida families protect what they love the most, loved ones, businesses and fi
Do you have questions about Social Security? Here's a rundown of the changes we'll see this year.
A quick look at all the Social Security monthly benefit changes, Medicare premiums and payroll taxes that take effect starting January 1, 2022.
There's much to consider if you're planning to retire early. Set yourself up for success by protecting what many consider to be your most valuable asset.
Congratulations, you’re ready to leave the grind for early retirement. But even if your savings are rock solid, an early exit from your career puts one of your most important assets (and your wealth itself) at risk. Here’s what that is, and how to protect it.
Maybe you've heard (or noticed) that some consumer goods will cost more this year. Here's a look at the trends.
Prices are going up in the year ahead. Here's what's going to be more expensive and how to navigate paying more for the things you want.
Checking in with your finances and goals can help you adapt to whatever the year may bring.
Have questions? Reach out anytime.
The twice-monthly newsletter discusses finance news, retirement topics and more.
Sign up and stay tuned for this week's posts.
Couples who decide to get married later in life often have several careful decisions to make. Here's one real-life example of how things could work.
An older couple getting married, who already own houses, get advice from money expert Jean Chatzky to help avoid tax and estate problems later on.
When determining which assets are part of your estate, first you have to define what you mean by "estate."
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
Here is some guidance from the IRS regarding tax season.
IR-2021-243, December 7, 2021 — The Internal Revenue Service today encouraged taxpayers to take important actions this month to help them file their federal tax returns in 2022, including special steps related to Economic Impact Payments and advance Child Tax Credit payments.
If you haven't already started preparing, it's time to get ready for the 2021 tax year.
Have questions? Reach out today.
The twice-monthly newsletter keeps you informed.
Sign up and stay tuned for this week's posts.
Here's how a few different types of retirement income may be taxed. Have questions? Reach out anytime.
When you're planning for retirement, it's fun to contemplate all the travel and rounds of golf ahead of you, but don't forget about taxes.
The new year is a good time to evaluate your goals and priorities. Are you planning to make any big changes in 2022?
The Covid-19 pandemic has prompted people to rethink goals large and small. The new year is an opportunity to make sure your financial plans still match.
It's easy to overlook key details when creating an estate plan. Here are a few things to keep in mind.
How to recognize common estate planning pitfalls so you and your family won't get tripped up
Estate planning doesn't look the same for everyone. Find out how to plan for a variety of situations.
Have questions? Reach out anytime.
The twice-monthly newsletter discusses finance news and updates.
Sign up and stay tuned for this week's posts.
Many college graduates delay financial planning, which could be causing them stress in the long run.
It's never too early to start working with a financial advisor, say experts who specialize in teaching college graduates how to handle life's financial hurdles.
The federal estate tax exemption is going up. Here's what to know.
As the estate tax exemption amount increases, fewer estates are subject to the federal tax.
Here are the annual inflation adjustments for more than 60 tax provisions. Do you have questions? Reach out anytime.
IR-2021-219, November 10, 2021 — The Internal Revenue Service today announced the tax year 2022 annual inflation adjustments for more than 60 tax provisions, including the tax rate schedules and other tax changes. Revenue Procedure 2021-45 provides details about these annual adjustments.
The twice-monthly newsletter discusses everyday finance topics and keeps you up to speed.
Sign up and stay tuned for this week's posts.
Here's a question for people who are considering remarrying: Are you and your new partner on the same page when it comes to financial goals and future considerations?
There's a good chance that another marriage means at least one spouse is bringing into the relationship a range of assets and debt that should be addressed.
How do leaders of successful companies handle the toughest decisions? Here's how a few CEOs navigated big challenges.
Between fixing a toxic culture and taking on Google, here's how the top leaders make hard decisions look like no-brainers.
It's important to be prepared and enlist the help you need if you've been named the executor of an estate.
You’ll likely need professional help, including an attorney with estate-planning experience, a tax pro and a financial adviser.
When it comes to finances, it can be challenging to find the right balance as a parent.
Here are a few ways to help set kids up for success.
Sign up for the twice-monthly newsletter to stay in touch and up to speed.
Sign up and stay tuned for this week's posts.
When does long-term care insurance make sense? How does it work? Take a look at this overview if you have questions.
AARP's long-term insurance basics will help guide you through the different long-term care insurance policies, premiums and coverage.
Before locking these items away at the bank, think about what you would do if you needed them quickly.
Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
Large business taxpayers take note: The IRS is taking greater steps to interact virtually and securely.
IR-2021-204, October 18, 2021 — The Internal Revenue Service today announced that beginning October 18, the IRS’s large business division will accept all taxpayer requests to meet with IRS employees using secure videoconferencing.
Learn more about health savings accounts and their potential tax benefits.
Have questions? Reach out today.
Stay in touch and up to speed when you sign up for the twice-monthly newsletter.
Sign up and stay tuned for this week's posts.
Watch out for these common phishing scams (and find out what to do if you encounter one).
Ways to fend off scammers who are snaring people through phishing emails, texts and calls — and what to do if you fall victim
Congress faces a deadline to address Social Security. Here's what a few possible changes might look like.
Social Security's trust funds are running low. To help shore up the system, Congress could consider several changes that would affect monthly benefit checks.
Are you considering a health savings account? Find out about limitations, requirements and more.
Annually adjusted contribution limits and other requirements for 2022 must be met if you're covering health care costs with a Health Savings Account next year.
Find out the financial implications that go along with selling an investment property or residence.
Have questions? Reach out today.
The twice-monthly newsletter covers news and updates about the financial world.
Sign up and stay tuned for this week's posts.
Here are a few ideas to help parents raise financially savvy kids.
You can start teaching your kids about money at at early age.
The IRS has released guidance around expanded tax benefits for businesses and individuals when it comes to giving to charity.
IR-2021-190, September 17, 2021 — The Internal Revenue Service today explained how expanded tax benefits can help both individuals and businesses give to charity before the end of this year.
Find out about the "SECURE Act 2.0" and how it might affect your required minimum distributions.
With the SECURE Act 2.0, Congress is contemplating raising the age for required minimum distributions. However, don't assume you would benefit from this change if the legislation is passed.
You have a few options to consider when it comes to how and when you withdraw funds.
Have questions? Reach out anytime.
Stay informed by signing up for the twice-monthly newsletter.
Sign up and stay tuned for this week's posts.
Do you know anyone in their 20s? It's important they know how and why to start saving for retirement during their early working years.
"Most people that I sit down with always say 'I wish I started sooner,'" said Tess Zigo, a certified financial planner at Emerge Wealth Strategies.
Sarasota, FL
34234
Be the first to know and let us send you an email when Get Insured with Chet posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.
Send a message to Get Insured with Chet:
SRQ Mobile Notary Services and Digital Advert
N Tamiami Trl
#}
