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Emergency Fund

What’s in the SECURE 2.0 Act?

Submitted by Desmond Wealth Management, Inc. on January 31st, 2023

The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022.

Tags:
  • 401(k)
  • 529 Plans
  • Emergency Fund
  • Financial Planning
  • Retirement
  • Roth IRA
  • Savings
  • Traditional IRA
  • Read more

Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade

Submitted by Desmond Wealth Management, Inc. on October 16th, 2021

Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. 

Tags:
  • 401(k)
  • 529 Plans
  • DAF (Donor-Advised Fund)
  • Emergency Fund
  • Estate Planning
  • Financial Planning
  • HSA (Healthcare Savings Account)
  • Retirement
  • Roth IRA
  • Tax Planning
  • Traditional IRA
  • Read more

Building a Healthy Emergency Fund

Submitted by Desmond Wealth Management, Inc. on October 16th, 2015

An emergency fund is an essential element in every person’s financial health. Even seemingly wealthy people with high incomes can be living paycheck to paycheck with almost no ability to absorb unexpected expenses.

Tags:
  • Emergency Fund
  • Planning
  • Read more

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