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Fresh Design Blog | UK Homes and Interiors Blog
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Fresh Design Blog | UK Homes and Interiors Blog - Economy

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Fresh Design Blog | UK Homes and Interiors Blog

03.02.2025

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Some important information from the IRS about scams being run via email, text, social media, and other forms of communication.

Fresh Design Blog | UK Homes and Interiors Blog

29.01.2025

A Good Credit Card Hack 💪

Two tricks to keeping better tabs on your credit card purchases - including getting a new card every year (!) and setting up alerts!

Fresh Design Blog | UK Homes and Interiors Blog

21.01.2025

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

If you've ever wondered what the 72t early distribution is, this article will give you the basics, including methods of accomplishing it.

Fresh Design Blog | UK Homes and Interiors Blog

15.01.2025

"The Purpose Code" - New Book and Giveaway!

Giving away Jordan's new book: The Purpose Code - How to unlock meaning, maximize happiness, and leave a lasting legacy.

Fresh Design Blog | UK Homes and Interiors Blog

14.01.2025

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

A discussion of factors to consider while deciding when to file for Social Security benefits, factoring in age and other components.

Fresh Design Blog | UK Homes and Interiors Blog

08.01.2025

I would rather play chicken with my bills than with my savings

A fun conversation about money at the coffee shop. Including banking systems, saving money, and the outrageous expenses of dating!

Fresh Design Blog | UK Homes and Interiors Blog

07.01.2025

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Congress made a move recently to eliminate the WEP and GPO provisions from Social Security benefit calculations.

Fresh Design Blog | UK Homes and Interiors Blog

31.12.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

A Roth Conversion strategy may be a very helpful way to generate a tax-efficient legacy for your heirs, while reducing the overall cost.

Fresh Design Blog | UK Homes and Interiors Blog

24.12.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Explanation of how Net Unrealized Appreciation (NUA) works for a 401(k) or other workplace retirement account.

Fresh Design Blog | UK Homes and Interiors Blog

17.12.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Depending on your income and other factors, you many not need to file a tax return. However, in some cases you may want to file anyhow.

Fresh Design Blog | UK Homes and Interiors Blog

11.12.2024

Want one of these domain names?!

Giving out my favorite domain names for a donation to my Community Fund! MoneyLatte.com, PFChat.com, DebtDrop,org and more.

Fresh Design Blog | UK Homes and Interiors Blog

03.12.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Basics of the Social Security Survivor benefit. This article lays the foundation for understanding this confusing aspect of Social Security.

Fresh Design Blog | UK Homes and Interiors Blog

03.12.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Completion of the discussion about Social Security Survivor Benefits, including eligibility by other non-spouse beneficiaries.

Fresh Design Blog | UK Homes and Interiors Blog

27.11.2024

Wealth = Have ÷ Want

The easiest way to increase your wealth is to decrease your needs.

Fresh Design Blog | UK Homes and Interiors Blog

26.11.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

An IRA could be useful to restrict certain inherent rights that are required within qualified retirement plans covered by ERISA.

Fresh Design Blog | UK Homes and Interiors Blog

12.11.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Further explanation of the tenets behind the Social Security Spousal Benefit provision for clarification and better understanding.

Fresh Design Blog | UK Homes and Interiors Blog

12.11.2024

The 10-2 Challenge

An easy way to accomplish a goal - big or small: Spend 10 minutes a day on it, for 2 years! It equates to 7,300 mins or 122 hours!

Fresh Design Blog | UK Homes and Interiors Blog

05.11.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Introducing the age 55 exception for a withdrawal from a 401(k) plan. Penalty free, with some restrictions applied.

Fresh Design Blog | UK Homes and Interiors Blog

29.10.2024

My $507.34 Ridiculous Mistake!

A good reminder to check your automatic subscriptions! You're probably paying for stuff you no longer need or want (or use!!).

Fresh Design Blog | UK Homes and Interiors Blog

22.10.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Things to consider with an inherited 401(k) plan - such as, you can convert the plan to a Roth IRA, enjoying tax-free withdrawals afterward.

Fresh Design Blog | UK Homes and Interiors Blog

17.10.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

You have a decision to make when it comes to taking RMDs from your IRAs. You're allowed to take them all from one, or one from all.

Fresh Design Blog | UK Homes and Interiors Blog

17.10.2024

You must begin from where you are

A bunch of life lessons and quotes relating to yoga AND personal finance! Inspired by Rachel Brathen aka Yoga Girl.

Fresh Design Blog | UK Homes and Interiors Blog

08.10.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Should you rollover that old retirement plan? In many cases, it makes a lot of sense. But not in all cases, of course.

Fresh Design Blog | UK Homes and Interiors Blog

01.10.2024

I just froze my credit and it was STUPIDLY EASY. (And Free!)

Freezing your credit is free, easy to do, and can save you a lot of time and frustration. Spend under 15 mins and get it done!

Fresh Design Blog | UK Homes and Interiors Blog

17.09.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

An IRA distribution can be used to reduce or eliminate those pesky quarterly estimated tax payments. See how.

Fresh Design Blog | UK Homes and Interiors Blog

17.09.2024

6 New Books on The Scene! [GIVEAWAY]

Giving away copies of new financial books that have been published by the personal finance community lately!

Fresh Design Blog | UK Homes and Interiors Blog

03.09.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Is there a way to use the prohibited transaction rules for IRAs in your favor? Hypothetically, there seems to be.

Fresh Design Blog | UK Homes and Interiors Blog

03.09.2024

Three Things You Should Never do in Retirement

#1. Never go cold turkey! #2: Don’t assume all your friends will be available. #3. Don’t over-schedule your days. Leave time for flow!

Fresh Design Blog | UK Homes and Interiors Blog

27.08.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Do you know what due diligence is for claiming credits on your income tax return? If you use a preparer, you can bet he or she does.

Fresh Design Blog | UK Homes and Interiors Blog

17.08.2024

I went 123 days without a sip of coffee 😱😱

Challenge Mode activated, baby! Break out of those bad habits and re-install better ones!

Fresh Design Blog | UK Homes and Interiors Blog

23.07.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

What should you expect when you owe money to the IRS? There are many options you can use to pay the tax - and it must be paid.

Fresh Design Blog | UK Homes and Interiors Blog

16.07.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

A taxable account can be an important component of your overall saving strategy. The tax savings can be very useful in the long run.

Fresh Design Blog | UK Homes and Interiors Blog

09.07.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

FRA has adjusted, why haven't there been other age adjustments for Social Security benefits? Leaving them alone works in the system's favor.

Fresh Design Blog | UK Homes and Interiors Blog

02.07.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

It's possible to separate the cream from the coffee - making a tax-free Roth conversion from mixed contribution IRA.

Fresh Design Blog | UK Homes and Interiors Blog

25.06.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

There is a way to leave your IRA eventually to a charity, but first provide some funds to your family, and save taxes to boot - the CRT.

Fresh Design Blog | UK Homes and Interiors Blog

11.06.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

It's a great idea to contribute to a Roth IRA for your child. It's not a good idea to invent income in order to make the contribution, though.

Fresh Design Blog | UK Homes and Interiors Blog

04.06.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Understanding the Roth Conversion of previous non-deductible IRA contributions. Also known as the Back Door Roth contribution.

Fresh Design Blog | UK Homes and Interiors Blog

28.05.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

How can you determine what your Social Security benefit may be if you're not filing at your FRA? You have your PIA, but now what?

Fresh Design Blog | UK Homes and Interiors Blog

21.05.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

When moving funds from a 401(k) plan to an IRA or to another qualified plan, a direct rollover solves some potential problems.

Fresh Design Blog | UK Homes and Interiors Blog

14.05.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Naming your spouse beneficiary of your IRA provides the most flexibility and tax benefits of all other options, hands down.

home›Fresh Design Blog | UK Homes and Interiors Blog›Economy

Fresh Design Blog | UK Homes and Interiors Blog - Economy

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

A Good Credit Card Hack 💪

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

"The Purpose Code" - New Book and Giveaway!

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

I would rather play chicken with my bills than with my savings

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Want one of these domain names?!

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Wealth = Have ÷ Want

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

The 10-2 Challenge

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

My $507.34 Ridiculous Mistake!

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

You must begin from where you are

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

I just froze my credit and it was STUPIDLY EASY. (And Free!)

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

6 New Books on The Scene! [GIVEAWAY]

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Three Things You Should Never do in Retirement

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

I went 123 days without a sip of coffee 😱😱

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

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Fresh Design Blog | UK Homes and Interiors Blog
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Economy