Posts tagged ‘charitable contributions’

A New Year Presents New Planning Opportunities



Happy New Year from the Principal Advanced Retirement Team. The beginning of the year presents a fantastic opportunity to start fresh. It’s also a great time to look at your financial situation and find opportunities. Here are few things to consider based upon the tax code in your 2018 planning:…

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Santa, Scrooge, and Social Security



It’s that special time of the year. Thanksgiving, Christmas, spending time with family and friends.  Turkey, ham, presents, and of course your cost of living adjustment for Social Security! Starting in January of 2018, your cost of living adjustment (COLA) will increase by 2%. This is the…

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