Where Do My State Taxes Go?

written by Erik Schuster CFP®, Financial Planner   We have all asked the question, “Where does my tax money go?”  While I am not going unravel that very complicated and most likely unfortunate scenario, I am going to introduce a way you can direct your Pennsylvania state taxes. Pennsylvania sponsors two programs that allow taxpayers…

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5 Ways to Build A Better Tax Plan

You just finished your taxes, but it’s not too early to make plans for next year. It’s important that as you build your plan, you think about some strategies to reduce or defer your taxes now or in the future. Here are some strategies to consider helping your financial plan become more tax-efficient: Tax Harvesting…

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Travel Updates: What’s Changing

  I’m a U.S. Citizen. Where in the World Can I Go? Posted by CopyTeam   Are you experiencing longings of wanderlust? Ready for some cultural travel? Unfortunately, the outlook for the United States has changed dramatically, thanks to the uncontained spread of COVID-19 and stalled vaccination efforts.   The worst part is that other…

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The Fed’s Beige Book

  October’s Beige Book Entries Tackled Everything from Skyrocketing Wages to the Desperate Search for Workers Posted by CopyTeam   The Federal Reserve wields a fair amount of power in the U.S., with reverberations that can affect the broader global economy. The Fed’s job is to monitor and adapt monetary policy to support favorable economic…

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Who’s Paying Higher Prices?

  Some Companies are Absorbing Costs — U.S. Companies Bet Shoppers Will Keep Paying Higher Prices In the Long Run Posted by CopyTeam   You may have noticed higher prices on the things you buy regularly, like groceries and gas. However, many consumers may not realize that economic factors such as backed-up supply chains, extreme…

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Gen X Prepares to Ascend the Throne

  The often-overlooked generation saw robust gains in equities and pension entitlements during the pandemic Posted by CopyTeam   Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the same time enjoying a bull market for stocks. This demographic represents about a quarter of…

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Should I Stay, or Should I Go?

If the current climate has you thinking about early retirement, ask these three questions first Posted by CopyTeam   Retiring in your 50s or early 60s during a global pandemic might seem foolish. But if you have a job that can’t be done safely from home, the reality of not retiring early might be even…

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How Inflation Risk Can Affect You

  Understanding how market forces can influence your assets is the first step toward protecting yourself against potential adverse effects Posted by CopyTeam   If you follow the news at all chances are you’ve heard experts and economists discussing the economy’s inflation rate. Inflation is a steady rise in the price of goods and services…

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The U.S. Supply Chain Crunch

  Pandemic-related shortages are expected to persist into next year Posted by CopyTeam   Throughout the past 60 years, the microchip has influenced the manufacturing of a wide variety of products that touch nearly every consumer these days. From computers to cell phones to cars, the chip is now the most critical and costly component…

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Sustainable Investing in Our Future

  The future of sustainable investing requires balancing goals and interests–it is critical to the sustainability of investing, serving society by improving long-term outcomes. Posted by CopyTeam   While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our…

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