Modern Dollar Planning

05/28/2024

Please join us this Thursday, May 30, 2024 from 5PM - 8PM for our 1st ever "Celebration of Art" open house event where we will be showcasing 6 of our clients' artistic talents -- see their bios below. We are located at 1807 Park Ave in Lafayette Square.

01/08/2024

As we enter a New Year, let this be a reminder to allocate time to your Finances and to not be afraid to seek the advice of a CFP....
Mark Schweiss

11/02/2023

As you are making your annual benefit elections, please make sure you elect the appropriate amount of supplemental group life insurance coverage as discussed in this educational video...

11/01/2023

As you are making your annual employee benefit elections, please make sure you have adequate long-term disability coverage as discussed in this educational video...
Mark Schweiss

10/31/2023

It's Enrollment time -- consider using a high deductible health plan such that you can save into the only triple tax-free account available to us -- a Health Savings Account!

10/30/2023

It is Annual Benefits Enrollment Time!!
Please consider using a High Deductible Health Plan which allows you to save into a Health Savings Account!
Mark Schweiss

02/27/2023

Here is a condensed recap of the recently passed SECURE Act 2.0:

The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act builds on the previously passed SECURE Act of 2019 and contains 92 new provisions promoting retirement savings, offering more retirement account flexibility and incentivizes businesses as it relates to offering retirement pla

01/05/2023

As we enter a New Year, let this be a reminder to allocate time to your Finances ....

Mark Schweiss

01/05/2023

As I guessed would happen in this article, the IRS has now delayed this new 1099-K reporting requirement for another year -- take a look:

https://www.wsj.com/articles/irs-delays-gig-tax-filing-rule-for-side-hustles-of-more-than-600-11671815725?st=22e3f3q8nci4wrm&reflink=desktopwebshare_permalink

If you use Venmo, PayPal, or Facebook Marketplace, you are going to want to read about this new IRS requirement that is not receiving very much media attention...

https://lnkd.in/gKEyYQBm

The Internal Revenue Service gives millions of Americans a one-year reprieve on new 1099-K tax-reporting requirements, offering relief to users of e-commerce platforms such as eBay, Etsy and Airbnb.

12/20/2022

If you use Venmo, PayPal, or Facebook Marketplace, you are going to want to read about this new IRS requirement that is not receiving very much media attention...

Congress has brought Benjamin Franklin’s quote front and center once again—Uncle Sam is now asking for visibility into your digital payment platform, such as Venmo or PayPal accounts.

11/10/2022

It is Annual Benefits Enrollment Time!!
Please consider using a High Deductible Health Plan which allows you to save into an HSA!
Mark Schweiss

11/10/2022

It is Annual Benefits Enrollment Time!!
Please consider using a High Deductible Health Plan which allows you to save into an HSA!
Mark Schweiss