by Concentrum Wealth | May 26, 2023 | Uncategorized
Changing Jobs From start to finish, finding and accepting a new job can be a stressful chain of events. However, if you know what questions to ask both yourself and the companies you are interviewing, the process is much easier to tackle. Overall Company Qualities:...
by Concentrum Wealth | Apr 13, 2023 | Uncategorized
Keeping your financial records organized is an essential part of managing your finances. Whether it’s a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record...
by Concentrum Wealth | Feb 9, 2023 | Uncategorized
Throughout the SECURE 2.0 bill, there are many hidden gems that, if fully understood, can be used to help optimize your financial future. Here are the top takeaways. Required Minimum Distributions (RMDs) Beginning in 2023, the RMD age is raised to 73. Note that if you...
by Concentrum Wealth | Dec 12, 2022 | Uncategorized
The window of opportunity for many tax-saving & financial planning moves closes on December 31, so it’s important to evaluate your situation now, while there’s still time to affect your bottom line for the 2022 tax year. Roth conversions Done right,...
by Concentrum Wealth | Nov 14, 2022 | Uncategorized
While inflation hurts our pocketbooks day in and day out, there is one silver lining if you know where to look. The IRS recently published cost-of-living adjustments for retirement plan contribution limits for 2023, and the overall IRS 415 limits increased by $6000....
