The Year in Review

By Clint Edgington
Posted on January 11th, 2024

The echoes of central banks’ historic monetary stimulus to counter the Covid-19 virus, the resulting inflation, and the  unwinding of that monetary stimulus to contain […]

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Part-time Employees Are Eligible to Enroll into 401(k) Plans in 2024

By Anne Zavaglia
Posted on January 10th, 2024

Starting this year, part-time employees meeting the SECURE Act’s three-year rule are eligible to participate in their employer’s 401k plan. The SECURE Act of 2019 […]

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How Much Income Does Social Security Replace?

By Broadridge Advisor Solutions
Posted 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 […]

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Reviewing Your Estate Plan

By Mark Fissel
Posted 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 […]

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Year-End 2023 Tax Tips

By Mark Fissel
Posted 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 […]

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College Forecast: Skepticism Toward Higher Education Rises

By Mark Fissel
Posted 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 […]

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Q3 2023 Market Review

By Clint Edgington
Posted 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 […]

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New Life for Your Old Insurance Policy

By Mark Fissel
Posted 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 […]

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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

By Mark Fissel
Posted 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 […]

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Q2 2023 Market Review

By Clint Edgington
Posted 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 […]

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