2020 Annual Limits Relating to Financial Planning

Foundational to the strategic aspects of financial planning is use of the current annual limits provided by the IRS. These include Retirement Plan contribution limits and income phaseouts, Social Security earnings limitations and payroll tax deductions. There is important information on Medicare deductibles and premium rates as well as Estate Planning exemptions and exclusions. Income tax rate schedules, deduction and credit information is summarized here too. As a part of our ongoing commitment to education, we stay abreast of these annual updates so that we can help you design and monitor an accurate financial plan.

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We are excited to keep you informed of recent developments within MarsJewett Financial Group.  In 2013, Glenn sold a minority interest to Scott and Brian, retaining majority ownership and the responsibilities of CEO/President.  Since then, Glenn has...

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MarsJewett Announcement

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We are excited to keep you informed of recent developments within MarsJewett Financial Group.  In 2013, Glenn sold a minority interest to Scott and Brian, retaining majority ownership and the responsibilities of CEO/President.  Since then, Glenn has...

Politics & Investing

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The frenzy surrounding a US presidential election cycle often gives investors concern about how their portfolios will fare under a Republican or Democratic administration.  Perceptions, including beliefs about which political party will be better for investors,...