Year-end Tax Moves

By Anne Zavaglia
Posted on December 5th, 2022

As we approach the end of the year, now is the time to think about your 2022 taxes. While it hasn’t been a great year […]

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Three Stretch IRA Alternatives

By Mark Fissel
Posted on December 2nd, 2022

The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing […]

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Is It Time to Buy an Electric Vehicle?

By Mark Fissel
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

By Anne Zavaglia
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?

By Anne Zavaglia
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

By Anne Zavaglia
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

By Anne Zavaglia
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

By Clint Edgington
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

By Clint Edgington
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

By Clint Edgington
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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