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2023 Contribution Limits Increase
By Anne ZavagliaPosted 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 MoreInflation Upside?
By Anne ZavagliaPosted 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 […]
Learn MoreNew 401k Lifetime Income Illustrations
By Anne ZavagliaPosted 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 […]
Learn MoreBenefits of the Inflation Reduction Act
By Anne ZavagliaPosted 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. […]
Learn MoreQ3 2022 Market Review
By Clint EdgingtonPosted 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 […]
Learn MoreQ2 2022 Market Review
By Clint EdgingtonPosted 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. […]
Learn MoreApril Market Update
By Clint EdgingtonPosted 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 […]
Learn MoreAvoiding Probate
By Mark FisselPosted 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 […]
Learn MoreGeopolitical tensions and inflation strike: Markets uniformly down 2022 Q1
By Clint EdgingtonPosted 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 […]
Learn MoreWorking While Receiving Social Security Benefits
By Mark FisselPosted on April 5th, 2022
The COVID-19 recession and the continuing pandemic pushed many older workers into retirement earlier than they had anticipated. A little more than 50% of Americans […]
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