Kate Dore, CFP®, EA

Personal finance reporter @CNBC. CERTIFIED FINANCIAL PLANNER®. Expert snacker. 🏳️‍🌈 [email protected]

[Kate Dore, CFP®, EA @katedore]

@SweetStench4U Thanks for commenting! My story links to the latest IRS filing season statistics released Friday (reflecting data through 2/6) https://t.co/S4seq7uJ7D

[Kate Dore, CFP®, EA @katedore]

@CPAPlanner Thanks for sharing, Jeff!

[Kate Dore, CFP®, EA @katedore]

@JoshYoungblood Thanks again for sharing your expertise, Josh!

[Kate Dore, CFP®, EA @katedore]

@cwage Still on?

[Kate Dore, CFP®, EA @katedore]

@ismat Keeping your family in my thoughts, Ismat.

[Kate Dore, CFP®, EA @katedore]

@ericadyork Congrats, Erica!

[Kate Dore, CFP®, EA @katedore]

@andrew_lautz @BPC_Bipartisan Congrats, Andrew!

[Kate Dore, CFP®, EA @katedore]

@JoshYoungblood @EmDeeEm Happy birthday, @EmDeeEm!

[Kate Dore, CFP®, EA @katedore]

@PKubeyEA Sending positive thoughts for a speedy recovery!

[CNBC @CNBC]

Trump’s megabill squeaks through Senate, but House can still reject changes https://t.co/fSHlX8HWhK

[Kate Dore, CFP®, EA @katedore]

@PKubeyEA What a cool photo!

[Kate Dore, CFP®, EA @katedore]

The average 401(k) plan savings rate recently hit a new record high, according to @Fidelity — and the percentage is nearing a widely-used benchmark. https://t.co/D3DeItMc8Z

[CNBC @CNBC]

House GOP passed trillions in tax cuts. How Trump's 'big bill' could change in the Senate https://t.co/y7ufkG5JeW

[Kate Dore, CFP®, EA @katedore]

Did you miss the House Republicans' early morning vote to advance Trump's multi-trillion-dollar tax package?

Here's a breakdown of some of the key provisions from @CNBC's personal finance team.

https://t.co/6W5ui1gcvU

[Kate Dore, CFP®, EA @katedore]

@ericadyork Congrats to your family, Erica!

[Kate Dore, CFP®, EA @katedore]

@PKubeyEA Happy birthday!

[Kate Dore, CFP®, EA @katedore]

Good tax insights from @emrwilkins’ chat with House Ways and Means Chair @RepJasonSmith🧵

[Emily Wilkins @emrwilkins]

I sat down with W&M Chair @RepJasonSmith at the @CNBC CFO Council yesterday to chat taxes and TCJA reauth. A few takeaways ...

[Kate Dore, CFP®, EA @katedore]

There’s been huge growth in crypto gifts to charity.

This year alone, Fidelity Charitable has accepted $688 million in crypto donations through Nov. 19, up from $49 million in 2023.

Here’s how the strategy can benefit donors and nonprofits.

https://t.co/Md8vvimtBK

[Kate Dore, CFP®, EA @katedore]

Since 2018, it’s been harder to claim a tax break for gifts to charity because most people use the standard deduction.

But if you itemize, it’s generally better donate profitable investments over cash.

https://t.co/GoOm7I6NYa

[Kate Dore, CFP®, EA @katedore]

Enacted in 2022, Secure 2.0 brought sweeping changes to the U.S. retirement system.

Some provisions will kick in next year. Here’s what to know https://t.co/Ulr66AcFxO