Palm Wealth Management Newsletters
May 2024 - Health Insurance Premiums Jumped in 2023
In May's newsletter, it touches on the topics of health care premium increases in 2023, Investment Biases and knowing how they affect your decisions, basics about Social Security and tax withholdings from your earnings and making any changes necessary.
April 2024 - When Do People Start Collecting Social Security?
In April's newsletter, it touches on the topics of when to begin taking your Social Security income, 2023 Tax Return due dates, Measuring the Market, and costs of storing items that you really don't need.
March 2024- Why Do Workers Take Less Paid Time Off Than They Can?
In March's newsletter, it touches upon the topics of why workers take less time off than they can, mistakes with life insurance beneficiaries, Individual bonds vs bond funds and lastly the housing market.
Feburary 2024-Saving Less? You're not alone
In Feburary's newsletter, it touches upon the topics of savings across the United States, key retirement and tax numbers for 2024, how savers and spenders can meet in the middle and lastly the federal reserve's key meeeting dates in 2024.
January 2024- Economy Staying Strong
In January's newsletter, it touches upon the topics of the US Economy over 2022 and 2023, estate planning, savings within 529s, and credit when planning for retirement.
December 2023- How much Income Does Social Security Replace?
In December's newsletter, it touches upon the topics of how much income Social Security replaces, working beyond traditional retirement age, reviewing your estate plan and finally gift card scams.
In November's newsletter, it touches upon the topics of the early 2000's to now, RMD's, year end tax tips and lastly how medical debit can effect your credit report.
October 2023- Uneven Jobs Recovery
In October's newsletter, it touches upon the topics of uneven job recovery since the pandemic, newmedicare rules that help tackle prescription drug prices, HDHP/HSA pairing to help control medical costs and lastly what to dowhen you've recieved an inheritance.
September 2023- Employee Access to Roth 401k Plans on the Rise
In September's newsletter, it touches upon the topics of employees access to Roth 401k's increasing, the increased interest in earnings, four key objective for a sucessful retirement and lastly tips on increasing your emergency fund.
August 2023- Saving for retirement Health Care Cost
In August's newsletter, it touches upon the topic of saving for retirement health care costs, the new 529 roll over plan that is coming in 2024, tips on putting your money where your values are and lastly ethical wills.
July 2023- More Amercans Embrace the Cashless Economy
In July's newsletter, it touches upon the topics of the cashless economy, giving your money a midyear check up, the Secure 2.0 Act and lastly home energy tax credits.
June 2023- Education and Earnings
In June's newsletter, it touches upon the topics of Education and Earnings, Financial tips for blended families and ways to protect your families finances.
In May's newsletter, it touches upon the topics of reasons to roll over your retirement, how taxes impact your retirement and income strategy, diversifying with market caps and protecting your business against the loss of a key person.
April 2023 - How Changing Shelter Costs Influence Inflation
In April's newsletter, it touches upon the topics of how changing shelter costs can influence inflation, how social security offers benefits from birth through old age, how the 2022 federal income tax return is approaching and lastly keeping an eye out for IRS- related scams.
March 2023 - Where Does Your Income Fit?
In March's newsletter, it touches upon the topics of where your income fits, organizing your financial records, how your living situation change as you grow older and lastly how business owners should prepare for stronger tax enforecment.
February 2023 - Honey, They Shrunk the Groceries
In February's newsletter, it touches upon the topics of shrinkflation, the keys to retirment and tax numbers for 2023, creating your own operation London bridge and lastly doubling up with a spousal IRA.
January 2023 - Retirement Age Expectations vs. Reality
In January's newsletter, it touches upon the topics of retirement age expectations verses reality, when young adults should start investing for retirement, balancing stocks and bonds in one fund and lastly threeways to help simplify your finances.