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Blog

Sofia Weingarten | Aug 2, 2024

Thrifty Under Thirty: How to Budget and Save

Budgeting

Being a young adult is often one of the first times we have access to a large amount of money. Many of us have goals such as a big vacation, pursuing a degree

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Sofia Weingarten | Apr 26, 2024

Thrifty Under Thirty: What Is A Credit Score, and How to Build It?

Credit Score
Loan
Thrifty Under Thirty

Thrifty Under Thirty: An Introduction

Introducing Thrifty Under Thirty, a new blog series through Weingarten Associates about intelligent finances for young

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Ken Weingarten | Dec 8, 2023

2024 Contribution Limits + Tax Brackets: What to Expect

Tax Planning
Savings
Medicare
Social Security

With 2024 right around the corner, the IRS recently announced several contribution limits for retirement accounts as well as increased thresholds for income tax

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Ken Weingarten | Dec 8, 2023

I-Bonds: Do They Still Fit in Your Portfolio? (2023 Update)

Investment Planning
I-Bonds

Most investors consider their portfolio’s fixed income allocation as the safety net that can dampen equity volatility. While the primary focus for all investors

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Ken Weingarten | Oct 27, 2023

OPEN ENROLLMENT FOR 2024 MEDICARE COVERAGE: SHOULD YOU MAKE CHANGES?

Medicare

With the Fall season underway, current Medicare beneficiaries are reminded that Open Enrollment is now available for 2024 coverage plans. From October 15th –

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Ken Weingarten | Oct 12, 2023

New FAFSA Form: What Changes to Expect

College Planning

Enacted into law back in 2021, the FAFSA Simplification Act set into motion major changes starting with the 2024-2025 academic year when filing the Free

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Ken Weingarten | Aug 31, 2023

Estate Planning for Pets: What to Consider

Estate Planning

When it comes to estate planning, many individuals update their documents that address their intentions – executors, inheritances, real estate, etc. However

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Ken Weingarten | Aug 24, 2023

529 Plans: Which Are Qualified and Non-Qualified Expenses

College Planning
Investing for College

Opening and funding a 529 plan for college expenses can be a great way to save for college along with the tax benefits – tax-free growth and tax-free

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Ken Weingarten | Jun 14, 2023

The 4 Phases of Retirement: How to Plan for a Satisfying Retirement

Retirement Planning

Dr Riley Moynes, an author and retired educator, published The Four Phases of Retirement: What to Expect When You’re Retiring. While the common question on

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Trina Weingarten | May 18, 2023

The Mystery of Form 5498: What to Know

Tax Planning

You may have received a 2022 Form 5498 from the IRS this month, after the tax filing deadline.  Each year Form 5498 is issued in May.   Form 5498 is an

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Ken Weingarten | May 5, 2023

Fixed Income Options: How I-Bonds and Cash Fit in Your Portfolio

Investment Planning
I-Bonds
Asset Allocation

With the number of interest rate hikes since 2022, investing in fixed income has become an attractive option. While inflation has cooled down since then, there

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Ken Weingarten | Mar 10, 2023

Beneficiary Designation: Why It’s Important in Estate Plans

Estate Planning
Beneficiary
Stretch IRA

Part of a proper estate plan involves giving considerable thought to who will inherit your wealth once you pass away. Whether it is a person(s), charity, trust

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