Call Us at 610.715.2881 for a No-Cost, No-Obligation Consultation!

About Howard S. Haber, CFP®

This author has not yet filled in any details.
So far Howard S. Haber, CFP® has created 700 blog entries.

Biden’s Free Means Soaking Taxpayers and Burning Cash

Last night the Spender in Chief a.k.a. Healer Joe (we are healed now, right?) laid out in broad strokes an agenda to spend $1.8 trillion on what he’s calling the American Families Plan.  He wrapped it in terms that sound soothing – “making care affordable, free education, universal pre-school” and “investing in the care workforce.” [...]

Who Are the New Investors?

From 10/26/20 - 11/13/20 the FINRA Investor Education Foundation surveyed about 1,300 households. the typical new investment account was opened by individuals age 45 and younger the top reasons for investing include saving for old age (~17%) and the ability to start with smaller sums of money (~16%) the least popular reasons for investing include [...]

IRS Permits Flex Spending Accounts Carryover

Flexible Spending Accounts (“FSAs”) are a popular means for employees to pay for medical/dependent care expenses using pre-tax funds. Funds that are unused in a given plan year are generally forfeited.  Thanks to recent guidance from the IRS that’s about to change – at least temporarily. Notice 2021-15 details the relief offered under December 2020’s [...]

Historical Stock Market Returns Under Democratic White House and Congress

Concerned about stock market performance if Joe Biden wins the White House and the Democrats take a majority in the House and Senate?  History suggests maybe you shouldn’t be. Dating back to 1951 there have been eighteen years in which the Democrats controlled the legislative branch. in fifteen of those eighteen years (83.3% of the [...]

Go to Top