2024 Financial Year in Review

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Tax Reduction Strategies: https://bit.ly/3VSgblP

U.S. Inflation Calculator: https://www.usinflationcalculator.com/inflation/current-inflation-rates/

 U.S. Treasury Yield Curve: https://www.ustreasuryyieldcurve.com/

Lending Tree: https://www.lendingtree.com/credit-cards/study/credit-card-debt-statistics/

 Fidelity Study: https://www.fidelity.com/about-fidelity/Q3-2024-retirement-analysis

What’s Going on in the Bond Market?: https://youtu.be/IYokFNw5g1w

5 Planning Opportunities for 2025: https://youtu.be/gBtmla6wdcY

Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM

Inherited IRA Rules and the SECURE Act: https://youtu.be/aR5xJhnrtSU

Tax Credits You Need to Know About

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Tax Reduction Strategies: https://bit.ly/49Km5Lu 

2024 Form 1040: https://www.irs.gov/pub/irs-pdf/f1040.pdf

Prisoners Take Advantage of Homebuyer Tax Credit: https://www.npr.org/2010/06/23/128053710/prisoners-take-advantage-of-homebuyer-tax-credit

What You Need to Know About Tax Deductions: https://youtu.be/-jmof73v1Ng 

2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI

2024 Year-End Tax Planning: https://youtu.be/ktPN1kJNRYs?si=I4O3FeuRkDxJmnK3

Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU

Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y

Setting Short, Mid, and Long-Term Financial Goals: https://youtu.be/ZBpLc3Hb4Hw

The Retirement Savings Time Bomb Ticks Louder with Ed Slott: https://youtu.be/gCM5t1e7L78

What You Need to Know About Tax Deductions

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Tax Reduction Strategies: https://bit.ly/3ZXjB9l

2024 Form 1040: https://www.irs.gov/pub/irs-pdf/f1040.pdf

2024 Year-End Tax Planning with Marty James: https://youtu.be/ktPN1kJNRYs

2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI

5 Questions About Long-Term Care: https://youtu.be/DF6v83HkxWg 

HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI 

Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw

Maximize Social Security Benefits: https://youtu.be/tyoIKdsjTC0

10-Years Before Retirement – 4 Tasks to Address: https://youtu.be/izWpsehhodY

The Retirement Savings Time Bomb Ticks Louder with Ed Slott: https://youtu.be/gCM5t1e7L78 

5 Planning Opportunities for 2025

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WellsFargo Study: https://newsroom.wf.com/English/news-releases/news-release-details/2024/Two-thirds-of-Americans-have-decreased-spending-due-to-economy-Wells-Fargo-Money-Study-finds/default.aspx

Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM

10 Years Before Retirement: https://youtu.be/izWpsehhodY

Defining Short, Mid, and Long-Term Financial Goals: https://youtu.be/ZBpLc3Hb4Hw

Financial Advisors React to Money Horror Stories: https://youtu.be/2zwHDScc71Q

2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI

What’s Going on in the Bond Market?: https://youtu.be/IYokFNw5g1w

Navigating Tough Money Conversations with Your Partner

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Bankrate – Financial Infidelity: https://www.bankrate.com/credit-cards/news/financial-infidelity-survey/

Psychology Today – Divorce Rates: https://www.psychologytoday.com/us/blog/home-will-never-be-the-same-again/202108/why-divorce-among-older-couples-keeps-rising

Forbes – Divorce Costs: https://www.forbes.com/advisor/legal/divorce/how-much-does-divorce-cost/

Gray Divorce and Its Financial Impact: https://bit.ly/4gO6ddp 

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ

How to Budget at Different Stages of Life: https://youtu.be/-HwVnEvquw4

The Retirement Savings Time Bomb Ticks Louder with Ed Slott: https://youtu.be/gCM5t1e7L78

 Check Your Beneficiaries! Don’t Learn the Hard Way: https://youtu.be/wQEqhd8a4XY

The Junk Drawer Approach to Financial Planning: https://youtu.be/IEfxMMcmRe4

What's Going on in the Bond Market?

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Don't Fight the Fed! Understand the Fed: https://youtu.be/-2YoayzAOdo 

What Is Market Risk?: https://youtu.be/oBXAMFHF30k 

Examining Municipal Bonds in 2024: https://youtu.be/y3M7jdSxNY8  

Understanding Target Date Funds

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Where Should I Be Saving My Money?: https://youtu.be/q6iaWjj7ZDQ

401(k) Savings Are on the Rise: https://youtu.be/HCcYlPgb05k

Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM

8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ

5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk

6 Retirement Withdrawal Mistakes to Avoid: https://youtu.be/y6ejwqn4-jo

What Is Tax Diversification?: https://www.youtube.com/watch?v=xyATDrvm8_Q 

How to Budget at Different Life Stages

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5 Habits Keeping You from Reaching Financial Goals: https://youtu.be/T_lil3FbLU0

Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

The Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQg?si=gAGCNRTpbI38Ywxh

7 Money Milestones to Celebrate: https://youtu.be/KiumNhQndtk

Life Experiences Beyond Work: https://youtu.be/YtegrY9igFI

How Much Cash Reserves Should You Have?: https://youtu.be/lNdPNlKVg1s 

Charitable Giving in Retirement

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Charitable Giving in Retirement Article: https://bit.ly/4fWarPA

2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI

What Is a QCD? Qualified Charitable Distribution: https://youtu.be/vpdl1ZUlcNc

RMD Strategies for Before & After Retirement: https://youtu.be/V3xr4QyWIHg

Taxes on My Investments: https://youtu.be/1SrD0JCT_No

Rules on Gifting Money to Family: https://youtu.be/m8pLYSBZZgc

10 Years Before Retirement - 4 Tasks to Address

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5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk 

Savings Goals for Retirement: https://youtu.be/kkos4LuQXiM 

Busting Retirement Rules of Thumb: https://youtu.be/pHV0kG9xOdc 

Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY  

 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os

The Junk Drawer Approach to Financial Planning: https://youtu.be/IEfxMMcmRe4

Taxes on My Investments: https://youtu.be/1SrD0JCT_No

What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg