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Jacksonville Beach Financial Advisor Tax Planning News
Property Taxes, Mortgage Interest & Your IRS Bill
February 5, 2025
By Admin

Mortgage Interest and Property Taxes: Maximizing Tax Deductions and Navigating the SALT Deduction Limitation Owning a home is a significant financial milestone. ...

Jacksonville Beach Financial Advisor - Van Wie Financial
What to Expect From the Market This Decade
January 29, 2025
By Admin

We’ve never understood the propensity of many Wall Street media “stars” to make prognostications regarding the stock market’s future. Mostly, their ...

Jacksonville Beach Financial Advisor Economics News
The Forgotten Credit Agency
January 23, 2025
By Admin

Most everyone knows enough about credit scores (FICO) and their role in your personal finances. The Big 3 credit reporting agencies controlling your data and sc ...

Jacksonville Beach Financial Advisor - Van Wie Financial
The Resurgence of Common Sense – 2025
January 15, 2025
By Admin

America is experiencing a cathartic moment in time. Common Sense, which we Baby Boomers grew up more or less taking for granted, has been eroding at an alarming ...

Jacksonville Beach Financial Advisor Investment News
It’s 2025; Improve Your Personal Finances
January 8, 2025
By Admin

It’s no secret that the past four years have not been the most financially rewarding for a majority of Americans. Since resilience is a hallmark of our popula ...

Jacksonville Beach Financial Advisor Estate Planning News
Another (Selective) RMD Waiver for 2025
December 25, 2024
By Admin

Christmas is upon us, and 2025 is only a few days away, so I am looking backward and forward for any positive personal financial possibilities that can help us ...

Jacksonville Beach Financial Advisor - Van Wie Financial
Time for Your 2024 Personal Financial Review
December 18, 2024
By Admin

Listen carefully, and you can almost hear the national (and international) sigh of relief as 2024 winds down to an end, leaving in its wake a pile of economic h ...

Jacksonville Beach Financial Advisor Economics News
My Congressional Christmas Wish List 2024
December 11, 2024
By Admin

Every year since I can remember, I have prepared a Christmas Wish List for Congress, and every year the theme seems to be the same. Last year, I wrote (modified ...

Jacksonville Beach Financial Advisor - Van Wie Financial
What to Do (Financially) in December
December 4, 2024
By Admin

December is here, and if you are like most people, you are not quite sure how it snuck up on us so quickly. With Thanksgiving having occurred so late in Novembe ...

Jacksonville Beach Financial Advisor - Van Wie Financial
Medicare Cost Increasing in 2025
November 27, 2024
By Admin

Our recent Blogs have outlined financial changes coming from government-controlled entities (including the U.S. Tax Code, Social Security, and Medicare, especia ...

Jacksonville Beach Financial Advisor Tax Planning News
More 2025 Tax Changes
November 20, 2024
By Admin

As an American taxpayer, financial planner, and part-time radio host, one of my self-appointed responsibilities has been to enlighten our audience as to upcomin ...

Jacksonville Beach Financial Advisor Tax Planning News
Post-Election Tax Planning
November 13, 2024
By Admin

Uncertainty is the bane of the stock market, as well as tax planners and investors everywhere. Throughout the 2024 Presidential Election Cycle, prognostication ...

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