‘Setting your Sights on 2023’Blog “Setting your Sights on 2023″ The thought of new year’s resolutions makes some people cringe. Imagine what our 2022 goals looked like in January of last year compared to what actually happened. While we may not have as crazy of a year in 2023,...
‘The Highlights from Secure Act 2.0’Blog “The Highlights from Secure Act 2.0″ In late 2019, Congress passed Setting Every Community Up for Retirement Act 1.0 (SECURE). This revised rules around retirement saving, including raising the age for required minimum distributions to 72 and...
End of Year Financial Considerations
“Don’t let the year finish without considering some of these financial moves”
‘Counting Our Blessings’
“Despite the choppy market in 2022, what is something you are thankful for in your financial life?”
‘Do Midterm Elections Move Markets?’
“I’m glad that mid-term elections are behind us. The question remains: Do they really impact the stock market?”