Personal Finance and Investing Articles | Cove Financial Planning

The Biden administration has outlined a tax plan that focuses on raising taxes on corporations and wealthy households, while increasing credits for moderate- to lower-income households. Read on for a checklist and summary of the main takeaways for most families.

The American Rescue Plan includes a third round of stimulus payments of $1,400 per person to be paid as early as March. Read on to learn who is eligible for these payments, how they differ from the first two rounds of checks and other provisions in the bill.

Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” Read on to learn 5 things about capital gains tax and how to reduce it.

Though Biden’s team has not released a comprehensive, detailed tax proposal, he has promised to raise taxes on the wealthy and cut them for others, while raising benefits for the lowest earners. Learn about the most notable tax changes Biden has proposed and how they may affect you.

You can use your Health Savings Account (HSA) for laser Eye Surgery like LASIK and PRK. Does that mean you should? This articles explains the contribution, withdrawal, and tax rules with HSAs and whether you should use your HSA every year or perhaps invest it for the long term.

Refinancing your mortgage can lead to a lower interest rate, lower monthly payments, access to home equity, a loan term that better fits your needs or a combination of all of these. Read on for five main reasons to refinance your mortgage.

Moving on to bigger and better things in your career is no small feat. Doing so during a global pandemic is borderline heroic. After you’ve clinched your dream job, there’s a lot to consider from a financial planning perspective. Consider making these 5 money moves when you start a new job.

Check out my interview on The First Time Homebuyer Podcast where I answer questions about how to prepare financially for a home purchase.