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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Three Stretch IRA Alternatives

By Mark Fissel
Posted on December 2nd, 2022

The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing […]

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When Should Young Adults Start Investing for Retirement?

By Mark Fissel
Posted on December 2nd, 2022

As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on their minds. Even […]

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