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January 2023 Market Review
By Clint EdgingtonPosted 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 […]
Learn MoreThe SECURE 2.0 Act of 2022 Brings Changes for Workplace Retirement Plans in 2023
By Anne ZavagliaPosted 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 […]
Learn MoreDouble Up with a Spousal IRA
By Mark FisselPosted 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 […]
Learn MoreKey Retirement and Tax Numbers for 2023
By Mark FisselPosted 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. […]
Learn MoreThe Top Six Inflation Drivers of 2022
By Mark FisselPosted 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% […]
Learn MoreJanuary 2023
By Mark FisselPosted 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 […]
Learn MoreInflation- The Trend Continued
By Clint EdgingtonPosted 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 […]
Learn MoreSecure 2.0 Act Signed into Law
By Anne ZavagliaPosted 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 […]
Learn MoreThree Ways to Help Simplify Your Finances
By Mark FisselPosted 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 […]
Learn MoreYear-end Tax Moves
By Anne ZavagliaPosted 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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