Amidst 2023’s economic fluctuations, it’s crucial to initiate strategic year-end financial planning. This guide offers six essential steps to bolster your personal finance management. Discover effective tactics to maximize savings and secure financial prosperity not just for the immediate year, but extending into the future. Learn proactive financial strategies today to build a resilient and thriving financial portfolio.”

Strategies to Reduce Taxable Income : In this episode of “Ask the Hammer,” Jeffrey Levine from Buckingham addressed a common concern: how to lower taxable income for the year. Levine emphasized that the best approach depends on individual circumstances. He suggested several strategies, including contributing to employer-sponsored retirement plans like 401ks or 403bs, utilizing Health Savings Accounts (HSAs), and leveraging Flexible Spending Accounts for healthcare or dependent care.

APTC helps early retirees save on health insurance premiums. Eligibility, income-based calculations, and expert tips for those aged 50-64.

Your World on Money-Credit: Overwhelmed and anxious about money? Not anymore. Master money basics – from budgeting to investing, homeownership to retirement – in Your World on Money. In this episode, we discuss credit.

Want to invest with just $10? In this episode of Your World on Money, ‘Young Millionaire’ Andini meets with an investment analyst to learn the best way to break into the stock market. In partnership with Experian #yourworldexperian
What are stocks, exactly? It might come as a surprise that many people don’t seem to know the answer. That’s somewhat ironic, considering that the rise of commission-free trading platforms and smartphone-based apps has made investing in stocks more accessible and affordable.

Many people approaching age 65 face a dilemma when it comes to flexible spending accounts (FSAs). Can you keep contributing to an FSA after enrolling in Medicare? Or do you need to give it up entirely? In this episode of Ask The Hammer, Jeffrey Levine, chief planning officer at Buckingham, clears up the confusion.

Will AI Provide Your In-Home Care? Many Americans Believe AI Will Provide Their In-Home Care as They Age. Less than a year since the launch of the popular Artificial Intelligence (AI) chatbot ChatGPT, Americans are embracing AI-based care as they age. One third of Americans and over half (58%) of millennials believe AI and robotics will provide their future in-home long-term care.

457 Plan: A 457 plan is a tax-advantaged retirement savings plan offered to employees of many state and local governments and some nonprofit organizations. Like the better-known 401(k) plan in the private sector, the 457 […]

In this episode of Ask The Hammer, Jeffrey answers the question: What are the financial aspects of adoption?

In this episode of “Ask the Hammer”, Robert Powell, editor of Retirement Daily on TheStreet, sat down with financial expert Jeffrey Levine from Buckingham to discuss the advantages and disadvantages of owning a safe deposit box.