Strategize Wealth Management Group

05/09/2026

04/04/2023

01/04/2023

https://www.axios.com/2023/01/02/irs-tax-2023-income-brackets-retirement

Yearly changes made by the IRS can have a significant impact in the era of high inflation.

11/09/2022

https://www.cnbc.com/2022/11/09/how-student-debt-forgiveness-recipients-plan-to-spend.html

Those receiving President Biden's student debt forgiveness won't see an actual check in the mail, but lower monthly payments may change how recipients budget.

11/08/2022

https://www.msn.com/en-us/money/taxes/the-irs-just-adjusted-its-tax-income-brackets-%E2%80%94-are-you-ready/ar-AA13SaX6?li=BBnb7Kz

You may have heard that the IRS is adjusting its tax income brackets for next year. Tax consolidation is the reason behind these changes. The IRS is trying to simplify the tax code. What does this mean for you? The adjusted tax ... Read More

10/19/2022

https://www.npr.org/2022/10/19/1129843538/irs-standard-deductions-taxes-2023-inflation

The IRS is increasing energy-related tax breaks, as well as standard deductions for single and married people and heads of households.

05/17/2021

https://www.yahoo.com/finance/news/jaw-dropping-stats-state-retirement-160025105.html?soc_src=yahooapp

Many Americans spend their lives working hard and dreaming of the day they can finally retire. But planning for retirement requires more than dreaming — it means being strategic and focused on...

05/09/2021

https://www-cnet-com.cdn.ampproject.org/v/s/www.cnet.com/google-amp/news/youve-heard-of-the-child-tax-credit-but-you-could-also-get-16000-back-in-child-care-expenses/?amp_gsa=1&_js_v=a6&usqp=mq331AQFKAGwASA%3D =From%20%251%24s&aoh=16205191400436&csi=0&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.cnet.com%2Fpersonal-finance%2Fyouve-heard-of-the-child-tax-credit-but-you-could-also-get-16000-back-in-child-care-expenses%2F

Paying for child care? You could get thousands back from an expanded child care tax credit.

01/04/2021

Discover the Power of Protected Income

06/29/2020

https://www.marketwatch.com/story/if-a-financial-adviser-cant-say-yes-to-these-2-revealing-questions-save-your-money-for-one-who-can-2020-06-29

Investors still must do the work to make sure an adviser acts in their best interest.