Is It Time to Buy an Electric Vehicle?

By Mark Fissel
Posted on October 26th, 2022

Record-breaking fuel prices may have you thinking about buying an electric vehicle sooner rather than later. All electric vehicles (EVs) or plug-in electric vehicles (PEVs), […]

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Donor-Advised Funds Combine Charitable Impact with Tax Benefits

By Mark Fissel
Posted on October 26th, 2022

A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial institutions, community foundations, universities, and fraternal or religious organizations. Donors who […]

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2023 Contribution Limits Increase

By Anne Zavaglia
Posted on October 24th, 2022

The IRS announced cost-of-Living adjustments for contribution limits to IRAs, 401(k)s and other qualified plans for 2023 on October 21. COLAs are indexed for inflation […]

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October 2022

By Mark Fissel
Posted on October 18th, 2022

Markets Continue Decline in Q3from Clint Edgington, CFA The Fed’s rate increases are not slowing inflation as quickly as hoped. After remaining flat for a few […]

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Inflation Upside?

By Anne Zavaglia
Posted on October 4th, 2022

With inflation at a 40-year high, it may feel like doom and gloom.  Markets are down from their January peak, costs have soared especially for […]

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New 401k Lifetime Income Illustrations

By Anne Zavaglia
Posted on October 4th, 2022

Many 401k participants saw, for the first time this year, Lifetime Single Life Annuity Stream illustrations on their quarterly statements. The Secure Act requires that […]

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Benefits of the Inflation Reduction Act

By Anne Zavaglia
Posted on October 4th, 2022

President Joe Biden signed the Inflation Reduction Act (IRA) into law in August.The bill is a reduced version of the administration’s Build Back Better plan. […]

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Q3 2022 Market Review

By Clint Edgington
Posted on October 4th, 2022

The Fed’s rate increases are not slowing inflation as quickly as hoped. After remaining flat for a few months, inflation data released in mid-Sept was […]

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FAFSA Opens on October 1

By Mark Fissel
Posted on September 27th, 2022

For those with children attending college next year, the Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opens on October 1, […]

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Retirement Savings in a Volatile Market

By Mark Fissel
Posted on September 27th, 2022

If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. Here are some […]

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