REM Financial Planning, LLC

REM Financial Planning, LLC

Client centered financial planning for women entrepreneurs.

19/01/2024

REM Financial Planning LLC has merged with Clear Insight Financial Planning and Red Clover Financial Planning to create Clear Insight Wealth Management!🎊
I am so excited to join Adrienne Ross and Kate Cote on this new adventure!

Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle 10/01/2024

Check with your CPA about your eligibility for the credit.

Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle Starting in 2024, certain clean vehicle tax credits can be transferred to a dealer as payment for the vehicle.

08/01/2024

New limits for 2024!

www.broadridgeadvisor.com

SECURE 2.0 Provides New Retirement Savings Options in 2024 04/01/2024

SECURE 2.0 Provides New Retirement Savings Options in 2024 Many changes to tax laws related to retirement savings take effect in 2024.

After a Surprising 2023, a Cautiously Optimistic Economic Outlook for 2024 15/12/2023

After a Surprising 2023, a Cautiously Optimistic Economic Outlook for 2024 Forecasts suggest the economy is kicking off the new year in a more stable position.

Year-End Charitable Giving 13/12/2023

Year-End Charitable Giving The tax benefits associated with charitable giving could potentially enhance your ability to give.

College Cost Data Released for 2023-2024 11/12/2023

FAFSA is scheduled to become available on December 31.

College Cost Data Released for 2023-2024 Find out how much college costs increased for the 2023–2024 school year.

Most Medicare Costs Are Increasing in 2024 08/12/2023

Most Medicare Costs Are Increasing in 2024 Here's how Medicare costs are changing in 2024.

24/11/2023
Why Did Retirement Confidence Falter in 2023? 02/11/2023

Why Did Retirement Confidence Falter in 2023? Retirement confidence dropped by the widest margin since the Great Recession.

Watch Out for Student Loan Repayment Scams 23/10/2023

Watch Out for Student Loan Repayment Scams Here are some signs that you might be dealing with a student loan repayment scam.

Claiming the Home Energy Audit Tax Credit 19/10/2023

Claiming the Home Energy Audit Tax Credit The IRS has announced guidance for the home energy audit tax credit.

Medicare Open Enrollment Begins October 15 16/10/2023

Medicare Open Enrollment Begins October 15 During the Medicare Open Enrollment Period review your coverage and make necessary changes.

Transformative Tech: Will AI Upend the American Workforce? 25/07/2023

Transformative Tech: Will AI Upend the American Workforce? How might advances in AI tech affect the economic prospects of workers and businesses?

Congress Tells Treasury to Expect SECURE 2.0 Technical Fixes 20/07/2023

Congress Tells Treasury to Expect SECURE 2.0 Technical Fixes Congress issued a letter to the U.S. Treasury saying it would fix several technical errors in SECURE 2.0.

2024 Key Numbers for Health Savings Accounts 18/07/2023

If you don't already have a high deductible health plan, now is a good time to start researching to see if one is right for you. Check out the new HSA contribution amounts for 2024!

2024 Key Numbers for Health Savings Accounts The IRS recently released 2024 key tax numbers for health savings accounts.

REAL ID Deadline Extended Again 28/03/2023

REAL ID Deadline Extended Again The deadline for REAL ID enforcement has been extended again.

IRS Issues Guidance on State Tax Payments 24/03/2023

IRS Issues Guidance on State Tax Payments The IRS has identified 21 states that made special payments to taxpayers in 2022. After a review of those special payments, the IRS has determined that taxpayers in many states will not need to report those payments on their 2022 federal income tax returns. Special payments in four of those states s...

U.S. Banking Crisis: Should You Be Worried? 22/03/2023

U.S. Banking Crisis: Should You Be Worried? Most individuals don't need to worry about funds they have in their bank or credit union.

Is the Yield Curve Signaling a Recession? 07/02/2023

Is the Yield Curve Signaling a Recession? The yield curve for U.S. Treasury securities has been inverted at levels not seen since 1981.

IRS Releases Standard Mileage Rates for 2023 03/02/2023

IRS Releases Standard Mileage Rates for 2023 The IRS has released the standard mileage rates for 2023.

Federal Tax Filing Season Has Started 02/02/2023

It's tax time!

Federal Tax Filing Season Has Started The IRS announced that the starting date for when it would accept and process 2022 tax-year returns was Monday, January 23, 2023.

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It’s time for Spring cleaning 🧽 🧹 Why not look at your finances and see what you can do to clean them up too?!REM Financ...