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Q3 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 […]
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 […]
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