January 2023 Market Review

By Clint Edgington
Posted on February 3rd, 2023

January was a good month for investors, with markets ending higher despite concerns that the economy may be headed toward a significant slowdown or even […]

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The SECURE 2.0 Act of 2022 Brings Changes for Workplace Retirement Plans in 2023

By Anne Zavaglia
Posted on February 1st, 2023

The Consolidated Appropriations Act, 2023 was signed into law at the end of 2022 includes the SECURE 2.0 Act of 2022. SECURE 2.0 includes over […]

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Double Up with a Spousal IRA

By Mark Fissel
Posted on January 30th, 2023

If you and your spouse are looking for a way to build your retirement savings but one of you is not working, you might consider […]

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Key Retirement and Tax Numbers for 2023

By Mark Fissel
Posted on January 18th, 2023

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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The Top Six Inflation Drivers of 2022

By Mark Fissel
Posted on January 18th, 2023

In June 2022, the 12-month rise in the Consumer Price Index (CPI) peaked at 9.1%, the fastest pace in 40 years, before dropping to 7.7% […]

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January 2023

By Mark Fissel
Posted on January 18th, 2023

2022 Market Review Inflation : The Trend Continuedfrom Clint Edgington, CFA In our 2021 market review, we discussed the sources of our current inflationary economy and assumed […]

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Inflation- The Trend Continued

By Clint Edgington
Posted on January 17th, 2023

In our 2021 market review, we discussed the sources of our current inflationary economy and assumed it would continue.  And continue it did, negatively impacting […]

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Secure 2.0 Act Signed into Law

By Anne Zavaglia
Posted on January 10th, 2023

The SECURE 2.0 Act of 2022 was included in the recent $1.7 billion spending bill and signed into law December 29, 2022.  The new law […]

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Three Ways to Help Simplify Your Finances

By Mark Fissel
Posted on December 21st, 2022

Over time, finances can become complicated, especially when you’re juggling multiple goals and accounts. Simplifying your finances requires a bit of effort up front, but […]

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Year-end Tax Moves

By Anne Zavaglia
Posted on December 5th, 2022

As we approach the end of the year, now is the time to think about your 2022 taxes. While it hasn’t been a great year […]

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