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 […]

Learn More

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 […]

Learn More

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 […]

Learn More

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 […]

Learn More

November 2022

By Mark Fissel
Posted on November 4th, 2022

Markets Rebound in Octoberfrom Clint Edgington, CFA After a rough September, markets rebounded in October with the first monthly gain since July. After two quarters of […]

Learn More

October 2022 Market Review

By Clint Edgington
Posted on November 1st, 2022

After a rough September, markets rebounded in October with the first monthly gain since July. After two quarters of contracting, GPD growth came in higher […]

Learn More

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), […]

Learn More

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 […]

Learn More

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 […]

Learn More

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 […]

Learn More