by Monique Cross | Oct 26, 2022 | WWC WorthWhile Reading
Knowing how much of your income is taxable and how it’s going to be taxed is important because it’ll help you understand what you’ll owe on Tax Day (April 18 this year). So, how do you know what income is taxable and what isn’t? And how exactly do you...
by Monique Cross | Oct 26, 2022 | WWC WorthWhile Reading
The first week of good news we can report since early September. And a welcome report it is!! The markets remain uncertain about the longer term for inflation, interest rates, and of course, the mid-terms right around the corner. Specific political views...
by Monique Cross | Oct 20, 2022 | WWC WorthWhile Reading
Myth #1: I don’t need to revisit my withdrawal rate Historically, a general rule has been that a properly diversified portfolio could last 30 years with withdrawals of 4% or less and annual increases to match the rate of inflation. However, there isn’t a...
by Monique Cross | Oct 20, 2022 | WWC WorthWhile Reading
More of the same! Last week the markets were not clear on where they were going to finish showing a few days of positive gains followed by more pullback. The market reacted negatively at the start of the week to poor inflation numbers that...
by Monique Cross | Oct 11, 2022 | WWC WorthWhile Reading
Well, the leaves are beginning to change and that means the year is winding down and it’s time to give your end-of-year financial check list items with deadlines a close look. Start planning and get items checked off before deadlines hit. Below are a few things...
