Managing your credit card balance and overall credit usage percentage is a critical part of maintaining a good credit score.
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If you, like so many others, are putting off making your charitable donations until it gets closer to the end of the year, we suggest you start on that right away.
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As we enter into the final months of 2023, the deadline to comply with the Required Minimum Distribution (RMD) rules is quickly approaching.
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We think investors are susceptible to making a couple of mistakes in the current market.
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The Medicare Annual Enrollment Period (AEP) is here. This is the time frame each year when eligible individuals can make changes to their Medicare insurance coverage for the following year.
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10% of American adults join the ranks of scam victims each year.
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It’s important for American pastors to understand ministers housing allowance and seek out trusted counsel to make sure they take advantage of this tax benefit.
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At Eclectic Associates, we approach insurance differently.
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Naming beneficiaries is a relatively simple way to direct where your retirement and some other types of accounts will go when you die.
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The highly anticipated recession of 2023 hasn’t happened yet and there are signs that it won’t happen this year.
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I have provided a few tips that we learned through the college application and admissions process that may be helpful to you or to someone you know.
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Long-term care insurance can be expensive, and historically premiums have increased significantly over time.
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There are quite a few scenarios where intentionally recognizing income in order to pay more taxes now could actually save you taxes in the long run.
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We have laid out some factors below to help guide you as you decide whether you should hire someone like us.
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How long should you keep financial records and important documents?
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Despite the recent demise of Silicon Valley Bank and increased volatility, we are pleased to report that both U.S. and international stocks performed well as the U.S. continued to experience economic growth.
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We believe there is an opportunity for proactive planning when it comes to RMDs for inherited IRA accounts, so we’ve come up with a case study to show why.
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We’ve created a “one-pager” to summarize changes related to the RMD Rule.
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Some form of tax legislation has been passed almost every year since 2017, with the changes from Congress seeming to come faster and more furious than they have previously.
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If used correctly, retirement calculators and projections can be very helpful in making financial decisions when you approach retirement or are already retired.
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