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How Much Income Does Social Security Replace?
By Content AdministratorPosted on January 2nd, 2024
Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income. The Social […]
Learn MoreReviewing Your Estate Plan
By Mark FisselPosted on December 1st, 2023
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity […]
Learn MoreYear-End 2023 Tax Tips
By Mark FisselPosted on December 1st, 2023
Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Effective planning […]
Learn MoreCollege Forecast: Skepticism Toward Higher Education Rises
By Mark FisselPosted on October 31st, 2023
A notable shift in public opinion over the past decade about the value of a college degree may portend a reckoning for the higher education […]
Learn MoreQ3 2023 Market Review
By Clint EdgingtonPosted on October 12th, 2023
The first half of 2023 saw global stocks strong returns buoyed with hopes of a soft landing and supported by a seemingly sustained trend of […]
Learn MoreNew Life for Your Old Insurance Policy
By Mark FisselPosted on September 29th, 2023
Life insurance can serve many valuable purposes. However, later in life — when your children have grown, you’ve retired, or you’ve paid off your mortgage […]
Learn MoreComing in 2024: New 529 Plan-to-Roth IRA Rollover Option
By Mark FisselPosted on September 29th, 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 MoreQ2 2023 Market Review
By Clint EdgingtonPosted on August 1st, 2023
The reversals from 2022 continued into 2023 (thankfully!); with 2022’s worst performing sector, growth stocks; becoming this year’s best performing sector (+28% for the year […]
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 […]
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