Kate Dore, CFP®’s Tweets

. CERTIFIED FINANCIAL PLANNER™. Expert snacker. Bi.

Kate.Dore@nbcuni.com

JournalistNashville, TNcnbc.com/kate-dore/Joined May 2012

2,235 Following

9,852 Followers

Kate Dore, CFP®’s Tweets

New I bond rate may be less attractive to short-term savers, but still may appeal with investors with a longer timeline, experts say.

Series I bond rate expected to fall to below 4% in May, experts say

Based on the latest inflation data, the annual rate for Series I bonds is expected to fall below 4% in May, experts say. Here's what investors need to know.

11h

Here’s the inflation breakdown for March 2023 — in one chart | by

Here’s the inflation breakdown for March 2023 — in one chart

Annual inflation eased to 5% in March, down from 6% in February. While still high, there are encouraging signs that inflation will continue to trend downward.

Squawk Box

@SquawkCNBC

Apr 11

A majority of Americans say their financial stress has increased since the start of the Covid-19 pandemic, according to a new

survey.

reports:

That $7,500 electric vehicle tax credit may soon be harder to get. Here are 2 workarounds | by

That $7,500 electric vehicle tax credit may soon be harder to get. Here are 2 workarounds

Treasury Department rules for new electric vehicles will likely limit the cars qualifying for a tax break. Leasing or buying used EVs are potential workarounds.

Apr 3

Ready to start living your best financial life? CNBC will be providing special coverage in April for Financial Literacy Month. Follow along all month for expert insights, practical tips, inspiring stories and compelling events. #CNBCFinancialLiteracy cnb.cx/3nEod3i

Grateful to contribute to this video from

@MorabitoCM

about how the IRS works and why audits have declined.

Here's why IRS tax audits have declined over the past decade

Funding for the IRS has been squeezed for the past 10 years, which has correlated with a decline in audit rates across all tax brackets.

Mar 31

Second year of cherry blossoms at dawn with

@Kris10Parisi

🌸

I joined

’s This Week Your Wallet today to chat about taxes. Here’s the replay of what to know as the deadline approaches.

Quote Tweet

Mar 30

twitter.com/i/spaces/1ynKO

Noticias Telemundo

@TelemundoNews

Mar 30

💵 Cuánto dinero está reembolsando el IRS como promedio y qué tiempo están demorando los pagos.

@KATEDORE

Cuánto dinero está reembolsando el IRS como promedio y qué tiempo están demorando los pagos

lo explica 👇🏼

telemundo.com

El IRS había advertido en enero que los reembolsos podrían ser “algo más bajos” este año. Ese pronóstico ha sido real para muchos contribuyentes.

Mar 30

Still need to file your taxes? I'm joining

‎Queer Money: 5 Reasons to Consider Buying Bonds - Queer Money Ep. 388 on Apple Podcasts

's This Week, Your Wallet today to chat with

and

about what to know.

Loved joining

to chat about bonds earlier this month. You can listen here:

podcasts.apple.com

‎Show Queer Money, Ep 5 Reasons to Consider Buying Bonds - Queer Money Ep. 388 - Mar 27, 2023

Queer Money® Podcast

@QueerMoneyPod

Mar 27

Which of these types of bonds is directly tied to the rate of inflation? Don't miss

@QueerMoneyPod

Ep# 388.

gives us insight on how to decide whether to put your money in EE bonds, I bonds, Treasuries, or a savings account.

Treasuries
0%
I Bonds
100%
EE Bonds
0%
Corporates
0%

6 votesFinal results

Mar 27

Considering a home project? Here’s how much it’ll payoff when you sell. | by

Ready to remodel? Here are the home projects that will get you the best return on your investment

Here are the top home projects promising the greatest returns in resale value.

Greg Iacurci

Mar 24

Check out a recording of

's discussion about the Federal Reserve, interest rates and recent banking turmoil. The wonderful

@JeffCoxCNBCcom

and

helped break it all down🙌

Quote Tweet

Mar 22

The Fed just hiked interest rates again. What does the move mean for your money? We're breaking down the Fed decision and the banking crisis with @JeffCoxCNBCcom and @jdickler on "This week, your wallet." Set a reminder and tune in here: twitter.com/i/spaces/1zqKV

Lazetta Rainey Braxton, MBA, CFP® (she/her/hers)

@lazettabraxton

Mar 24

Running a business has many parallels to running your household's finances. The banking crisis makes for a great case study as I share with

@KATEDORE

#CNBCFACouncil buff.ly/3TFPXAE

Mar 22

Here’s what the Federal Reserve’s 25 basis point interest rate hike means for your money | by

Here's what the Federal Reserve's 25 basis point interest rate hike means for your money

When the Federal Reserve changes its benchmark rate, everything from credit cards to savings accounts can be affected.

Mar 22

Here’s everything the Federal Reserve is expected to do Wednesday

Here's everything the Federal Reserve is expected to do Wednesday

The Fed will close its two-day meeting Wednesday with a heavy air of uncertainty.

Mar 21

The Federal Reserve is still expected to go through with a rate hike. What that means for you | by

The Federal Reserve is still expected to go through with a rate hike. What that means for you

The Federal Reserve is expected to raise interest rates despite a crisis of confidence in the banking industry. Here's what that means for you.

Mar 21

Treasury Secretary Yellen says the government could backstop more deposits if necessary to stop contagion

Treasury Secretary Yellen says the government could backstop more deposits if necessary to stop...

The former Fed chair said authorities believe they have taken appropriate actions to stem liquidity problems, but will do more if needed.

Mar 20

Key banking crisis lesson: ‘The first line of defense should always be cash,’ advisor says

Key banking crisis lesson: 'The first line of defense should always be cash,' advisor says

The collapse of Silicon Valley Bank and the banking crisis provide "a great case study" for clients, advisor says. Here's what investors need to know.

Mar 17

Why our brains are hard-wired for bank runs like those that toppled SVB, Signature | by

Why our brains are hard-wired for bank runs like those that toppled SVB, Signature

The bank run that led SVB to fail was a rational flight to safety, behavioral finance experts said. It shows how human psychology can inject financial risk.

Mar 16

Yellen says U.S. banking system is ‘stable’ and deposits ‘remain safe’ following failure of SVB, Signature | by

@christinawilkie

@therealco

Treasury Secretary Yellen says not all uninsured deposits will be protected in future bank failures

Treasury Secretary Janet Yellen sought to reassure markets and lawmakers that the government will protect U.S. bank deposits amid a rash of bank failures.

Mar 16

Tune in now!

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Mar 15

What does the Silicon Valley Bank collapse mean for your money? We're talking to @Hugh_Son and @JeffCoxCNBCcom on "This week, your wallet." Join the conversation: twitter.com/i/spaces/1vAxR

Phyllis Jo Kubey

@PKubeyEA

Mar 16

Spousal IRA, yes, but also IRA contributions based on alimony - This individual retirement account option 'surprises people the most,' says advisor cnb.cx/3TnhFSI

This individual retirement account option 'surprises people the most,' says advisor

A spousal individual retirement account allows you to contribute based on your spouse's earnings if you file taxes jointly. Here's what couples need to know.

Mar 15

Don’t believe these 5 tax myths. Here’s what you need to know before you file this year’s return | by

@sharon_epperson

Don't believe these 5 tax myths. Here's what you need to know before you file this year's return

Know the facts when you're filing your taxes this season. Here's a look at the truth behind some common tax myths.

Mar 14

Here’s the inflation breakdown for February — in one chart | by

Here's the inflation breakdown for February — in one chart

The annual inflation rate continues to cool gradually, according to the February inflation report issued Tuesday. But it remains high by historical standards.

Mar 14

Should you be worried about your money, your bank or the U.S. banking system? Experts weigh in | by

Should you be worried about your money, your bank or the U.S. banking system? Experts weigh in

After the Silicon Valley Bank and Signature Bank failures, experts answer what a bank run is, how FDIC insurance works and whether your deposits are still safe.

Mar 14

“Clearly, the decentralized financial world is interconnected to the traditional financial world more so now than ever before,” says

@dougboneparth

Despite market volatility, advisor says he's 'bullish' on crypto education. Here's why

Despite the volatility in the cryptocurrency market, Douglas Boneparth, member of CNBC's Financial Advisor Council, said he's "bullish" on crypto education.

Mar 13

Are your bank deposits FDIC-insured? What to know in the wake of Silicon Valley Bank, Signature Bank closures | by

@LorieKonish

Are your bank deposits FDIC-insured? What to know in the wake of Silicon Valley Bank, Signature...

Silicon Valley Bank and Signature Bank customers are expected to have full access to their money. If your bank failed, could you expect the same?

Mar 13

After dramatic moves from regulators following the failings of SVB and Signature Bank, financial advisors have a message for consumers: Don’t panic.

What Signature Bank, Silicon Valley Bank failures mean for consumers and investors

Here's how the failures of Silicon Valley Bank and Signature Bank and moves by U.S. regulators may affect your wallet, according to financial advisors.

Mar 9

Senate confirms Daniel Werfel as IRS commissioner in bipartisan vote

Senate confirms Daniel Werfel as IRS commissioner in bipartisan vote

Werfel will take the helm at the tax agency during a period of increased scrutiny from the new Republican majority in the House.

Noticias Telemundo

@TelemundoNews

Mar 9

Cinco maneras de preparar gratis su declaración de impuestos esta temporada. ✍🏼

vía

Cinco maneras de preparar gratis su declaración de impuestos esta temporada

telemundo.com

Faltan menos de seis semanas para que finalice el plazo para presentar la declaración de la renta y, si aún no lo ha hecho, puede optar por hacerlo de manera gratuita. Le explicamos cómo.

Mar 7

If you haven’t filed yet and your return is simple (ex: W-2s only), these free filing options are worth a look.

5 ways to file your taxes for free this season

If you haven't filed your 2022 taxes yet, you may qualify for one of the free filing options. Here's what taxpayers need to know.

Mar 3

Tune in now for the latest on student loan forgiveness and the Supreme Court

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Greg Iacurci