Financial Review Heading into 2024

The first month of a new year is a good time to review your finances and make changes for the upcoming year.  Let us know…

Time to Lock in High Interest Rates

The Federal Reserve (Fed) has been raising interest rates for a long period of time attempting to combat inflation and slow the economy which results…

Depositor Insurance Limits

An important issue in the news lately relates to several regional banks being on the brink of failing and concerns about depositor’s funds in the…

Setting Every Community Up for Retirement Enhancement (SECURE 2.0) Act

In the past few years Congress has enacted significant changes to retirement savings plans and distribution options.  The Setting Every Community Up for Retirement Enhancement…

Retirement Saver’s Credit (future Saver’s Match)

In late December 2022, President Biden signed Secure Act 2.0, which made significant changes to IRAs, employer sponsored retirement plans, and other retirement plan rules. …

Happy 5-29 Day – 2023

Today is National 529 College Savings Day, a day to raise awareness about the value of planning and saving for higher education expenses with 529…

The 401(k) Match is Back

After a temporary pause on matching your 401(k) contributions many companies are reinstating the opportunity to have employer contributions match your contributions up to certain…

To Refinance, or to Not Refinance your Personal Residence Mortgage?

The mortgage interest rates are heading down, so you may want to consider refinancing your mortgage.  There are a few factors to consider including your…

Five-Part Series: Financial Planning for All Ages (Part 2)

We are putting together a five-part series on what financial decisions you should be thinking about as you approach each decade of your adult life…

Five-Part Series: Financial Planning for All Ages (Part 1)

We are putting together a five-part series on what financial decisions you should be thinking about as you approach each decade of your adult life…

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