(Early) March Financial Planning News Roundup
Welcome to this (early) March edition of the DFG Navigator! Watch for a special edition addressing the war in Ukraine and the effect on the financial markets coming next week.
With tax season in full swing, it's also important that we highlight the changes happening in 2022 with regard to inflation, investments, and financial planning.
Here are the subjects covered in this edition:
The IRS tax tables are getting a bigger-than-usual adjustment this year, thanks to the rising cost of living.
The Internal Revenue Service has a long history of raising taxpayer ire, but this tax filing season could be one for the record books. Here are 4 tips from Barron's.
How much do I need for retirement? That is a question many people ask. And the answer changes from person to person.
People who lived through the last period of high inflation have tips for coping when everything feels more expensive.
How will the Russian invasion of Ukraine play out? If the endgame is near impossible to call, the dramatic news overnight narrows the possibilities.
In many ways, taxes became more complicated during the pandemic, with newly added exemptions and deductions, making it more important than ever to get ahead of the game. Now is the time for business owners and investors to create an effective tax strategy for 2022.
Spring is around the corner, we can feel it! Stay happy and healthy.
Allen for the team at the Davis Financial Group
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- Allen Davis
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- Ellen Carey
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