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July 2023 Market Review
By Clint EdgingtonPosted 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, […]
Learn MoreHome Energy Tax Credits
By Mark FisselPosted 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 […]
Learn MoreComing in 2024: New 529 Plan-to-Roth IRA Rollover Option
By Mark FisselPosted 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 […]
Learn MoreTD Ameritrade Transition to Schwab: Important Details
By Anne ZavagliaPosted 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 […]
Learn MoreAs Your Parents Age, Help Them Protect Their Finances
By Mark FisselPosted 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 […]
Learn MoreSECURE 2.0 Act Expands Early Withdrawal Exceptions
By Mark FisselPosted 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 […]
Learn MoreMunicipal Bonds: A Tax-Advantaged Way to Put Capital to Work
By Mark FisselPosted 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 […]
Learn MoreHow Taxes Impact Your Retirement-Income Strategy
By Mark FisselPosted 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 […]
Learn MoreReasons to Roll
By Mark FisselPosted 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), […]
Learn MoreKeep an Eye Out for IRS-Related Scams
By Mark FisselPosted 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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