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Three Massive and Often Hidden Costs of Divorce
Krystle Harvey
Uncategorized
Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial strain. It's essential to understand these hidden costs to effectively navigate your post-divorce financial life. Here are three key areas where hidden costs often lurk: Health insuran
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Forbes Recognizes Joe Walsh Jr. As A Best-In-State Wealth Advisor
Krystle Harvey
Uncategorized
Sarasota, Florida - April 09, 2024 - Joe Walsh, Jr., an independent LPL Financial Advisor in Sarasota, FL, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Walsh Jr., Founder, CEO, and Wealth Advisor of Walsh & Associates
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Wealth, Success, and Mental Health: Finding the Balance Between Healthy and Wealthy
Krystle Harvey
Blog
April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net-worth investors, which is mental health. For anyone who is used to managing substantial wealth, the pressure to sustain success may take a toll on your mental well-being. Here are some of the mental health challe...
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Inflation and Its Impact on the Market and Portfolios
Krystle Harvey
Blog
Understanding the implications of CPI and PPI is crucial for investors. In the ever-evolving world of finance, staying abreast of economic indicators is crucial for  investors looking to make informed decisions. One such key indicator is inflation, which recently made headlines with the release of data in early January 2024. According to ...
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There's Still Time to Fund an IRA for 2023
Krystle Harvey
Blog
The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned income last year, you may be able to contribute up to $6,500 for 2023 ($7,500 for those age 50 or older by December 31, 2023) up until your tax return due date, excluding extensions. For most people, that date is Monday, April 15,...
Will a 529 or UTMA Affect My College Student’s Eligibility for Financial Aid?
Will a 529 or UTMA Affect My College Student’s Eligibility for Financial Aid?
Super User
Blog
A client approached us recently with this question: We’re saving money for our daughter’s college education, but she’ll still need a scholarship. What effect will a 529 Savings Plan versus an UTMA have on her eligibility for financial aid? That’s a great question, and one not many parents think to ask. Here’s a breakdown of how these accounts are f
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Midyear 2023 Newsletter
Krystle Harvey
Quarterly Newsletters
BENEFICIARY IRA RMD REQUIREMENT PUSHED AGAIN The SECURE Act of 2019 rewrote the rules for non-spouse beneficiaries who inherited IRAs in 2020 or later. While they used to be able to "stretch" their required minimum distributions (RMDs) from inherited IRAs over their lifetimes—thus stretching out the tax bills on their windfalls—the SECURE Act decre...
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2023 Newsletter
Krystle Harvey
Uncategorized
SECURE 2.0 ACT CHANGES RETIREMENT SAVINGS The SECURE 2.0 Act of 2022, signed into law in December, brings dozens of changes intended to enhance Americans' retirement savings outlook.The main headliner has been the change to the Required Minimum Distribution (RMD) age: SECURE 2.0 pushed the RMD age to 73 for those born in 1951-1959 and 75 for those ...