by Marilou Davido | Aug 28, 2023 | Resources
Avoiding behavioral investing post-retirement requires self-awareness, discipline, and a well-thought-out investment plan. Here are some strategies to help retirees steer clear of common behavioral biases: Education and Awareness: Educate yourself about...
by Marilou Davido | Aug 23, 2023 | Resources
Have you been wondering, “Do I need to file taxes? Is there a minimum income level requirement to file taxes?” Federal tax filing requirements for dependent children are different than nondependent children. Dependent Child In general, a dependent child is...
by Marilou Davido | Aug 23, 2023 | Resources
Your tax filing status dictates your tax brackets, standard deduction amount, and eligibility for many other deductions and credits. Selecting the correct filing status is especially important for divorced individuals or surviving spouses. Filing Statuses – There are...
by Marilou Davido | Aug 22, 2023 | Resources
Have you been wondering, “Do I need to file taxes? Is there a minimum income level requirement to file taxes?” Federal tax filing requirements for those 65 and older can look different than for those under 65. In general, taxpayers are not required to file a federal...
by Marilou Davido | Aug 21, 2023 | Resources
5 Steps to Figuring Out Who Qualifies as Your Dependent Step 1: Do You Have A Qualifying Child? A qualifying child is a child who … Is your son, daughter, stepchild, foster child, brother, sister, stepbrother, stepsister, half brother, half sister or a...
