Avatar of Paul Jarvis

Paul Jarvis

Author's details

Date registered: November 17, 2011
URL: http://areavoices.com/members/pjarvis/

Latest posts

  1. 2014 Year-End Tax Planning Basics — December 10, 2014
  2. Retirement Plan and IRA Figures At-a-Glance — December 9, 2014
  3. Social Security Decisions Infographic — November 4, 2014
  4. FINANCIAL PLANNING OR FINANCIAL GUIDANCE: HOW DO THEY DIFFER? — September 3, 2014
  5. Switching to the 24-Hour Workday: Financial Implications of Stay-at-Home Parenting — August 25, 2014

Most commented posts

  1. Mother’s Money Lessons — 1 comment
  2. Leaping into Financial Confidence — 1 comment

Author's posts listings

Dec 10

2014 Year-End Tax Planning Basics

* 2014 Year-End Tax Planning Basics PDF Version Click Here ->Tax Tips   December 10, 2014 AMT triggers You’re more likely to be subject to the AMT if you claim a large number of personal exemptions, deductible medical expenses, state and local taxes, and miscellaneous itemized deductions. Other common triggers include home equity loan interest …

Continue reading »

Dec 09

Retirement Plan and IRA Figures At-a-Glance

Retirement Plan and IRA Figures At-a-Glance   2014 2015 Employee/individual contribution limits Elective deferral limits 401(k) plans, 403(b) plans, 457(b) plans, and SAR-SEPs1 (Includes Roth contributions) Lesser of $17,500 or 100% of participant’s compensation Lesser of $18,000 or 100% of participant’s compensation SIMPLE 401(k) plans and SIMPLE IRA plans1 Lesser of $12,000 or 100% of …

Continue reading »

Nov 04

Social Security Decisions Infographic

  Social Security Decisions Infographic Follow me on Twitter: @pauljjarvis You have probably heard that there are pros and cons to taking social security early, at full retirement age, or delaying but haven’t actually seen the difference.  I created this infographic to illustrate someone who has a full retirement age (FRA) of 66.  For additional …

Continue reading »

Sep 03

FINANCIAL PLANNING OR FINANCIAL GUIDANCE: HOW DO THEY DIFFER?

  FINANCIAL PLANNING OR FINANCIAL GUIDANCE: HOW DO THEY DIFFER? By Paul Jarvis, CFP® Part of putting a financial plan in place means knowing what’s right for you – how much or how little planning you need, and how active you want to be in the planning process. While a CFP®  professional can help you create …

Continue reading »

Aug 25

Switching to the 24-Hour Workday: Financial Implications of Stay-at-Home Parenting

  Switching to the 24-Hour Workday:   Financial Implications of Stay-at-Home Parenting   Washington, D.C., August 25, 2014 – Choosing to transition from two incomes to stay-at-home parenting isn’t an easy decision, but is the right choice for many families. This decision should be made after careful consideration of the financial implications of leaving the …

Continue reading »

Older posts «