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Table showing historical cost-of-living adjustments (cola) percentages for social security from 1976 to 2022.

YOUR 2023 SOCIAL SECURITY COST-OF-LIVING INCREASE HIGHEST IN 40 YEARS

Article Highlights:2023 Social Security COLA IncreaseHistorical COLA IncreasesKeeping Inflation At BayMedicare Premium DecreaseMedicare Income Adjusted Tables for 2023Modified Adjusted Gross IncomeHow Gambling Can Affect Medicare PremiumsSocial Security Trust FundThe Social Security Administration recently announced that Social Security beneficiaries will get an 8.7% increase to their...

Multiple yellow directional signs labeled "tax" pointing in various directions on a metal pole against a partly cloudy sky.

BUNCHING YOUR DEDUCTIONS CAN PROVIDE BIG TAX BENEFITS

Article Highlights:Itemized Versus Standard DeductionsMedical ExpensesTaxesCharitable ContributionsIf your tax deductions normally fall short of itemizing your deductions or even if you are able to itemize, but only marginally, you may benefit from using the “bunching” strategy.The tax code allows most taxpayers to utilize the standard...

A woman in a denim shirt speaks on the phone while using a laptop in a modern loft-style office with exposed brick walls and large windows.

MID-YEAR TAX PLANNING CHECKLIST

MID-YEAR TAX PLANNING CHECKLIST Updated: Jun 26, 2023IntroductionMid-year is a pivotal time for individuals and businesses to review their tax situation. Effective tax planning can help avoid surprises and capitalize on potential savings. This detailed checklist outlines various factors that can impact your taxes, with...

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