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Taxes

Inflation Boosts HSA Amounts for 2023

Submitted by Ralicki Wealth Management & Trust Services on May 2nd, 2022

The maximum contribution to a health savings account and certain related benchmarks will be sharply higher next year, reflecting inflation-linked adjustments.

Tags:
  • Finance
  • Health Savings Account
  • HSA
  • Inflation
  • Taxes
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Thinking of Filing for a Tax Extension? Here's What You Should Know

Submitted by Ralicki Wealth Management & Trust Services on April 4th, 2022

Unlike the summer family reunion and work meetings, you can always count on a few specific dates every year. Days like birthdays, holidays, anniversaries, and Tax Day. But even if April 18th is hardwired into your brain and calendar, sometimes it makes more sense to file for an extension instead of the tax deadline.

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  • Taxes
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The Right Time for Investors to Rebalance—and Give to Charity

Submitted by Ralicki Wealth Management & Trust Services on December 6th, 2021

Ten years into a bull market and with stocks at record highs, now is an opportune time for investors to rebalance their portfolios. As bull markets mature, portfolios may become over-weighted with equities, increasing an investor’s vulnerability to stock market corrections.

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  • Finanace
  • Investment Planning
  • Stock market
  • Taxes
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Making the Most of Your Tax Return

Submitted by Ralicki Wealth Management & Trust Services on June 29th, 2021

Tax season is officially over, and many of us are looking forward to our tax returns hitting our bank accounts. While some may choose to spend their return on a special treat, others may want to use the extra funds to boost their investments. If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return. 

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  • Finanace
  • Investment Planning
  • Taxes
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More than Finances: The Benefits of Holistic Advice from Financial Professionals

Submitted by Ralicki Wealth Management & Trust Services on June 21st, 2021

When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall, like eating a balanced diet and getting an adequate amount of exercise. Keeping our bodies healthy means improving our quality of life.

Tags:
  • Business Planning
  • Finanace
  • Investment Planning
  • Retirement
  • Stock market
  • Taxes
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When will child tax credit payments start? Checks set to roll out in July, IRS says

Submitted by Ralicki Wealth Management & Trust Services on May 4th, 2021

American families are set to receive a more generous child tax credit for 2021.

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  • Taxes
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