Is It Time to Buy an Electric Vehicle?

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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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2023 Contribution Limits Increase

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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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Inflation Upside?

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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

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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

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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

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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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Q2 2022 Market Review

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Posted on July 11th, 2022

With inflation, interest rate, and geopolitical fears taking the stage and reversing market advances in the beginning of 2022, the second quarter extended these trends. […]

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April Market Update

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Posted on May 18th, 2022

Economic trends apparent so far in 2022 continued in April and worldwide markets tanked.  Interest rate increases, spurred by a more hawkish Fed, continued punishing […]

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Avoiding Probate

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Posted on May 11th, 2022

Probate is the process of proving the validity of a will and supervising the administration of an estate usually in the probate court. State law […]

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Geopolitical tensions and inflation strike: Markets uniformly down 2022 Q1

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Posted on April 12th, 2022

World equity markets’ great 2021 is not continuing in 2022, while fixed income markets’ underwhelming performance last year is.  Inflationary pressures have been in the […]

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