July 2023 Market Review

By Clint Edgington
Posted on August 1st, 2023

Stocks closed higher in July, with each sector posting notable gains. The stock market, and economy in general, have proven to be resilient in 2023, […]

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Home Energy Tax Credits

By Mark Fissel
Posted on July 31st, 2023

A couple of federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home. The energy […]

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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

By Mark Fissel
Posted on July 31st, 2023

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]

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TD Ameritrade Transition to Schwab: Important Details

By Anne Zavaglia
Posted on June 29th, 2023

The long-awaited transition to Schwab is on the horizon.  The Charles Schwab Corporation acquired TD Ameritrade in 2019.  Since that time, TD Ameritrade has been working […]

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As Your Parents Age, Help Them Protect Their Finances

By Mark Fissel
Posted on May 31st, 2023

It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial exploitation, especially if they are […]

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SECURE 2.0 Act Expands Early Withdrawal Exceptions

By Mark Fissel
Posted on May 31st, 2023

Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential tax treatment in return for […]

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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

By Mark Fissel
Posted on April 27th, 2023

Municipal bonds are issued by public entities such as state and local governments, health systems, universities, and school districts to help finance the building and […]

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How Taxes Impact Your Retirement-Income Strategy

By Mark Fissel
Posted on April 27th, 2023

Retirees face several unique challenges when managing their income, particularly when it comes to taxes. From understanding how taxes relate to Social Security and Medicare […]

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Reasons to Roll

By Mark Fissel
Posted on April 27th, 2023

When you leave your job or retire, you have an opportunity to manage your funds in an employer-sponsored retirement plan such as a 401(k), 403(b), […]

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Keep an Eye Out for IRS-Related Scams

By Mark Fissel
Posted on April 17th, 2023

The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to […]

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