Retirement

Your New 2023 Tax Rates & More

Your New 2023 Tax Rates & More

Blog"Your New 2023 Tax Rates & More" The Internal Revenue Service recently announced their annual inflation adjustments for the tax year 2023. Higher recent inflation means that some of these numbers are up by a greater degree compared to previous years.  Here are...

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Year End Financial Considerations

Year End Financial Considerations

Blog “Year End Financial Considerations”   It’s crazy to think we are just over 2 months from the end of 2022 but that is reality.  Amidst the upcoming holiday period it can be easy to let other areas of your life take a back seat.  While 2022 has been a...

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What the Last 100 Years Can Teach Us

What the Last 100 Years Can Teach Us

Blog“What the Last 100 Years Can Teach Us"   While the saying is true that history doesn’t always repeat itself, it does tend to rhyme and looking back at the historical performance of the S&P 500 from the last 100 years can provide some helpful context when...

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“Increasing Retirement Success with Small Tweaks”

“Increasing Retirement Success with Small Tweaks”

Blog“Increasing Retirement Success with Small Tweaks”   We first published this article in May of 2020, but the reality is that the core topics remain particularly relevant.  This past year has seen many people forced into retirement or making decisions on early...

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‘SECURE Act 2.0 – What It Means’

‘SECURE Act 2.0 – What It Means’

Blog“'SECURE Act 2.0 – What It Means" In December 2019 Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act.  This was a bi-partisan bill designed to help Americans’ in preparation for their retirement years.  Some of the changes...

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Social Security and Tax Implications

Social Security and Tax Implications

It’s important to remember that Social Security benefits may be taxable to you in retirement. Check out this information to learn how the taxes might affect your situation.

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“Understanding How Dividends Work”

“Understanding How Dividends Work”

“There is more than meets the eye when it comes to dividend investing. While they have performed well so far in 2022, it’s important to understand how dividend paying stocks actually work.”

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‘Mid- Year Outlook’

‘Mid- Year Outlook’

“It’s been a rough start to 2022 for both stocks and bonds. Here is where we see things trending as we look forward to the second half of 2022 and beyond.”

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“How to Not Panic”

“How to Not Panic”

“It’s easy and understandable to want to panic or move to cash in these markets. Here’s an important and hopefully timely reminder for us all.”

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“Realities of Recessions”

“Realities of Recessions”

: “Recessions are painful. It’s important to keep emotions in check and stay consistent in the midst of all the news coming our way”

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‘Your Goals > Stock Market Movements’

‘Your Goals > Stock Market Movements’

Blog"Your Goals > Stock Market Movements"   For those who’ve been reading our weekly articles for some time, you might recognize the title.  We have re-visited the idea that your personal goals should hold a greater weight than what is happening in the stock...

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“Does it Matter When Booms and Busts Happen?”

“Does it Matter When Booms and Busts Happen?”

Blog “Does it Matter When Booms and Busts Happen?”   For my grandparents it was the Great Depression and then an economic boom from the second World War.  For my parents it was the savings and loan crisis and the subsequent tech growth and dot-com bubble.  For me...

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SECURE ACT 2.0

SECURE ACT 2.0

“Secure Act 2.0 passed in the house of representatives this week. Read here about some of the key items included in this retirement bill.”

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Van Gelder Financial

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Phone: 470-736-8931

Email Tony

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