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- December 27, 2023
The IRS released its 2024 cost-of-living adjustments for retirement savers. Among the highlights are higher annual contribution limits to qualifying plans and higher income limits for individuals to make deductible contributions to traditional Individual Retirement Arrangements (IRAs) or make a taxable contribution to a Roth IRA. Employer-Sponsored Retirement Plans For…
- December 26, 2023
With 2023 coming to an end, the South Florida relatable finance guys review some things they thought they did well, areas they could have improved, and take a look upon 2024 in setting goals for the new year. The post Relatable Finance Podcast Episode 138: Year End Reflections and 2024…
- December 19, 2023
While investors welcome market gains, they should not overlook the substantial tax liabilities their positive-performing investments may incur when it comes time to sell. Generally, investors are subject to capital gains tax as high as 37 percent when they sell non-retirement investments, real estate or other appreciating assets. However, it…
- December 12, 2023
In this episode, the South Florida relatable finance guys discuss market commentators making annual return predictions for various parts of the market for calendar year 2024. They discuss if these matter, how difficult they are to predict and what they focus on instead to help their clients achieve their goals…
- November 29, 2023
If you want to get in shape, you should establish healthy eating habits and a regular exercise schedule. Are you looking to play an instrument? Take lessons and start a routine of practicing regularly. The road to success is paved with positive behaviors and lifestyle choices. Retirement is no different…
- November 29, 2023
FORT LAUDERDALE, FL - November 17, 2023 – PWA CEO and Managing Director Eric P. Zeitlin was recently profiled in the South Florida Business Journal to discuss his market outlook and what it means to move into South Florida. “I love the diversity and culture of South Florida,” said Zeitlin…
- November 28, 2023
There is a lot going on in the world right now, from geopolitical conflict outside of the United States, to internal political drama within. In this episode, the South Florida relatable finance guys discuss how to block out the noise of bond yields rising, and a volatile stock market, then…
- November 14, 2023
In this episode, the south Florida relatable finance guys look at the health of the consumer, whose spending accounts for about 2/3rds of GDP growth. They look at consumer balance sheets, debt and an update on inflation, which has been a headwind for consumers for years now. The post Relatable…
- October 24, 2023
Believe it or not, there are ways where you can make good decisions for your financial future, while also saving some money on your taxes. In this episode, the South Florida relatable finance guys go over some quick tips where you can do just that. The post Relatable Finance Podcast…
- October 17, 2023
It is no secret that taxes can take a big bite out of investment returns. Consequently, it is essential to thoroughly analyze the short- and long-term tax implications of your investment decisions with an eye toward achieving tax alpha, or the added value that comes from implementing strategies that effectively…