Christina Mae Olson, CFP Fee-only Financial Planning Services

11/22/2023

https://www.caniretireyet.com/living-below-your-means/

There are an endless number of financial planning topics. Living happily and sustainably below your means easily is the most important.

01/17/2023

Be careful come tax time.

Scrambling to prepare your taxes can result in a slip-up or two — which may cost you in the form of a smaller tax refund, a larger tax bill, or even a dreaded audit letter from the IRS.

12/17/2022

Our President & CEO, Jason Rae, was invited to represent the Chamber today at the White House for the signing of the Respect for Marriage Act. Thank you to President Biden for all your support of LGBTQ Americans.

11/04/2022

https://obliviousinvestor.com/2023-tax-brackets/

Key changes for savers: IRA contributions increase to $6,500/annual. Add $1,000 if over age 50 for a total of $7,500. Workplace retirement plan contributions increase to $22,500. Add $7,500 if over 50 for a total of $30,000.

For givers: the annual gift-tax exclusion increases to $17,000.

Standard deductions increase. Tax brackets broadened. The current tax brackets and other tax provisions sunset in 2026 unless Congress acts to make permanent.

Oblivious Investor offers a free newsletter providing tips on low-maintenance investing, tax planning, and retirement planning.

09/28/2022

https://finance.yahoo.com/news/5-places-to-put-your-cash-right-now-morning-brief-100036731.html

What to watch in markets on Wednesday, September 28, 2022.

09/28/2022

I'm a member.

Happy 10th Anniversary to us!

It was on this day, September 27, 2012, that the Wisconsin LGBT Chamber of Commerce was launched. A tremendous thank you and note of congratulations goes out to our founder and President & CEO Jason Rae for his leadership and vision.

What a unique and awesome ride it has been these first ten years. Thank you so much to everyone who has been a part of our journey in building a more inclusive and diverse business community in Wisconsin! We can't wait to celebrate with so many of you tomorrow at the Harley-Davidson Museum and at more events around the state throughout the year ahead.

Here's to the next ten years!

06/16/2022

You can buy I-bonds from the US Treasury. They are currently paying 9.62% (through October). There are some restrictions on your holding period. They are not 100% liquid so not appropriate for your emergency fund. I-bonds are a good option for some of your "no-risk" or "low-risk" savings.

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04/12/2022

I-bonds are worth considering for some of your conservative savings. They are currently accruing 7.12% interest and may jump to 9%+ in May.

Fretting about inflation? I bonds, an inflation-protected and nearly risk-free asset, may soon pay a higher rate, according to experts. Here's what to know.

03/29/2022

With a passing vote of 414 to 5 in the house, I'd expect the bill to have strong bipartisan support in the senate. Now, when will they take up Social Security reform?

A retirement reform plan known as “SECURE 2.0” is finally set to move forward on Capitol Hill.

02/04/2022

This is huge - the Social Security Administration is awarding survivor benefits to same-sex survivors as if you had been married - if you weren't legally able to get married before your partner died. Contact them if you think your partner's work history would have gotten you a bigger benefit. I do not know if they are awarding lump sum benefits dating back to their date of death.

"All persons nationwide who presented claims for Social Security survivor’s benefits based on the work history of their same-sex partner and who were barred from satisfying the marriage requirements for such benefits because of applicable laws that prohibited same-sex marriage."

Thornton Class Action

12/06/2021

Are you retired or about to retire? Are you wondering just how to structure withdrawals from your retirement accounts? Here is a list of the various options for setting up withdrawals. There are many ways to do it - not one is necessarily the "right" way.

Your retirement roadmap: save more, invest smarter, retire sooner.