Author Archives: Naomi Wolowitz

Although 2023 is well underway, certain calendar-year trusts and estates still have a small window of opportunity to reduce their 2022 income tax liabilities and those of the trusts’ beneficiaries provided they act before March 6, 2023. Under a special IRS rule, trustees have 65 days after the start of a new year to distribute […]

In this episode, the relatable finance guys discuss the ongoing concept of short term versus long term, but this time they do so in the current investment environment which has changed dramatically in the last 12-18 months.  

In this episode, the relatable finance guys provide some of their own personal finance tips that help guide their financial lives. A new year is a great time to get your finances in order and these tips can provide some first steps.

With many recessionary calls, many are looking for clues on how the economy is doing. Recent holiday sales data has come in better than expected, but does that tell the full story? In this episode the relatable finance guys take a look at various data points to see if they can provide clues as to […]

Spouses saving for an eventual retirement during their working years often have different timelines for leaving the corporate world behind. While a difference in retirement dates can eliminate one income stream and help couples ease slowly into their golden years, careful planning can help ensure their financial goals stay on track. Following are three tips […]

In this episode, the relatable finance guys discuss different financial situations that may fall under the too good to be true category. They identify real world examples and potential future investment strategies that should considered with caution. They also go through a framework of how to approach these situations and the extra due diligence that […]

We had our mid-term elections for 2022, and China had it’s National People Congress which is held every 5 years in October. In this episode, the relatable finance guys go over the differences between our political system here in the U.S., versus that of China’s. These differences are also central to some of the global […]

With the end of the year around the corner, you have a limited amount of time to maximize your retirement savings opportunities in the most tax-efficient manner. Following are some steps to consider taking before December 31. Max out your contribution to a workplace 401(k) retirement plan. For 2024, the maximum amount you may defer […]

In this episode, the relatable finance guys look at studies that tie rising income to increased happiness but only to a certain income threshold. They then give six financial tips you can use to improve your financial lives.

The Fed has been pulling away much of the stimulus provided during the pandemic in an effort to help quell inflationary pressures. While these efforts will slow the U.S. economy, they also create challenges for international economies given the dollar role as the worlds reserve currency. In this episode, the finance guys explore some of […]