Category
The Year in Review
By Clint EdgingtonPosted 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 […]
Learn MorePart-time Employees Are Eligible to Enroll into 401(k) Plans in 2024
By Anne ZavagliaPosted 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 […]
Learn MoreHow Much Income Does Social Security Replace?
By Broadridge Advisor SolutionsPosted 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 […]
Learn MoreCollege Forecast: Skepticism Toward Higher Education Rises
By Mark FisselPosted 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 […]
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 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 MoreKeep an Eye Out for IRS-Related Scams
By Mark FisselPosted on April 17th, 2023
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to […]
Learn MoreQ1 2023 Market Review
By Clint EdgingtonPosted on April 12th, 2023
March saw the financial markets extend this quarter’s rebound from the brutal 2022, both from a headline perspective and within most sectors. Still, stocks ended […]
Learn More