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A Pension Strategy that May Boost Your Income

A Pension Strategy that May Boost Your Income

If you participate in a traditional pension plan (also known as a defined benefit plan), your plan may offer several payout options including “qualified joint and survivor annuity” (QJSA) if you are married. A QJSA is an annuity that pays a dollar amount...
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More Women Than Men Earn College Degrees

More Women Than Men Earn College Degrees

About 1,019,000 associate degrees, 2,136,000 bachelor’s degrees, 860,000 master’s degrees, and 206,200 doctoral degrees (which include medical and law degrees) are projected to be awarded during the 2023–2024 academic year. More women than men will attain...
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Do You Need to Adjust Your Tax Withholding?

Do You Need to Adjust Your Tax Withholding?

Once you’ve filed last year’s tax return and can see where your finances are headed this year, it may be a good time to adjust your income tax withholding to help make sure you’re having the right amount withheld from your paycheck. Tax withholding...
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Is Tip Fatigue Wearing You Out?

Is Tip Fatigue Wearing You Out?

Traditionally, tipping has been a way to reward workers for providing good service. But the norms around tipping are changing, and if you’ve recently felt more pressure to tip, you’re not alone. A survey by the Pew Research Center found that 72% of adults...
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Social Security 101

Social Security 101

for benefits after you begin receiving Social Security if he or she is unmarried and meets one of the following criteria: (a) under age 18, (b) age 18 to 19 and a full-time student in grade 12 or lower, (c) age 18 or older with a disability that started before age 22....
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Health Insurance Premiums Jumped in 2023

Health Insurance Premiums Jumped in 2023

In 2023, the average total annual premium for employer-sponsored health insurance coverage was $8,435 for single coverage and $23,968 for family coverage, with average worker contributions of $1,401 and $6,575, respectively. Total premiums for both types of coverage...
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Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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