Wealth mgmnt, tax & fincl advice & portfolio mgmnt 4 performing & creative artists, retirees, widows & widowers, execs & those with complex fincl & tax issues
Westlake Village, CA
Joined February 2009
- Tweets2K
- Following2.8K
- Followers2.7K
- Likes77
Need guidance with #RSUs (#RestrictedStockUnits)? My colleague, #TadJakes, discusses the financial & tax implications upon share vesting: bit.ly/3ANx2OM Considering professional guidance in this area? Reach out to Tad or me to discuss your unique circumstances.
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As a #WealthManager and #CPA I was surprised to learn the percentage of True/False questions individuals couldn't correctly answer in a quiz about #SocialSecurity, generated by #Nationwide. How would you do on the quiz? : bit.ly/3M67leM
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#IncomeTaxes-In 2024, due to inflation, your #FederalIncomeTaxes may be lower. Each of the 7 #TaxBrackets will increase, thus your total tax on the same income will likely be lower. Also, if you use the #StandardDeduction, that will be also be higher. bit.ly/464diAJ
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The Social Security COLA increase has been officially announced. it is going to be 3.2%, beginning January 2024. 📷 http://aarp.orgSocial Security COLA Set at 3.2% for 2024 Cooling inflation brings down annual benefit boost from 2023’s 40-year high
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The 2024 Social Security cola adjustment may have inched up to 3.2% as the most recent cost of living numbers increased, according to the Bureau of Labor Statistics. 401kspecialistmag.com/final-…
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Thank you #RobertPowell, for mentioning and quoting me in yesterday's article about #TaxationOfInvestmentIncome, in #TheStreet. thestreet.com/taxes/how-inte…
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Happy to be a panelist on #AICPA podcast on #FinancialElderAbuse and #ElderScams. sites.libsyn.com/430272/pia/…
#Retirees may be looking at the highest #COLA adjustment in decades. It's too early to know exacly what the number will be, but here are some estimates: bit.ly/3pN52lO
POTUS signed the bill that will provide big changes to #MedicarePartD. This #AARP article summarizes the issue in layman's terms: bit.ly/3wfZSCx
Beware of #CharityScams purporting to provide aid to victims in #Ukraine. The article at this link has some tips from #AARP: bit.ly/3qsc6VS
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Just saying hello to my new follower @Alexander8Will, looking forward to tweeting with you. #sayhello who.unfollowed.me
Just saying hello to my new follower @FootbaIlFriend, looking forward to tweeting with you. #sayhello who.unfollowed.me
Just saying hello to my new follower @GoldRushPromo, looking forward to tweeting with you. #sayhello who.unfollowed.me
Opinions are like unfollowers, everyone has them, and I have 21 of them! At least that's what who.unfollowed.me says. #whounfollowedme
I'll bet those 7 unfollowers are probably going to miss me soon. who.unfollowed.me #whounfollowedme
There are numerous #myths about and #misinformation about #SocialSecurity. The article in the attached link demystifies them. As is is published by #AARP, you can be certain that it is reliable on this subject. bit.ly/3c5LKBP
Concerned with #FinancialElderAbuse? Listen to this #SanDiegoFinancialLiteracyCenter podcast in which yours truly is being interviewed on the subject. bit.ly/2ShsWZf
"GameStop's Saga: What the Stock's Surge Proves About Financial (il)literacy" I'm pleased to have been mentioned, along with #CaliforniaJumpstartCoalition, #CalCPA, and my colleague #LarryPon, in this important article. bit.ly/2QHlKEL
4 new followers just joined the party that is my twitter feed! who.unfollowed.me #whounfollowedme
I am pleased to have been featured, February 26, 2021, in a #USNewsAndWorldReport article titled, "9 Red Flags That Could Trigger a Tax Audit," by #KimberlyLankford bit.ly/37WvIrE