Secure 2.0 Act Signed into Law

By Anne Zavaglia
Posted on January 10th, 2023

The SECURE 2.0 Act of 2022 was included in the recent $1.7 billion spending bill and signed into law December 29, 2022.  The new law […]

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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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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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Donor-Advised Funds Combine Charitable Impact with Tax Benefits

By Mark Fissel
Posted on October 26th, 2022

A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial institutions, community foundations, universities, and fraternal or religious organizations. Donors who […]

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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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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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The Potential Benefits of Roth IRAs for Children

By Anne Zavaglia
Posted on July 1st, 2022

Most teenagers probably aren’t thinking about saving for retirement, buying a home, or even paying for college when they start their first jobs. Yet a […]

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Secure Act 2.0 Passes in the House

By Anne Zavaglia
Posted on April 11th, 2022

Retirement savings legislation is one area lawmakers come together and show bipartisan support. The House passed the Securing a Strong Retirement Act of 2022 by […]

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Splurge or Save? Making the Most of Your Income Tax Refund

By Mark Fissel
Posted on April 5th, 2022

The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the hands of U.S. consumers.1 For […]

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