The past few years have included a series of economic ups and downs, which were complicated further by challenging external factors. When you set out to create a financial plan at the start of 2020, you probably weren’t expecting a global pandemic, international warfare, layoffs, market instability or sky-high inflation. Through those challenges, many people […]
Tax Changes to Know This Year
Tax season is here again, but before you file, make sure you’re up to date on important tax changes. One of the biggest changes this year is that many of the credits or tax breaks that were in place due to the pandemic have gone away, or gotten smaller. That means you might need to […]
What the Secure Act 2.0 Means for You
Now that the new Secure Act 2.0 has been passed, there are several new changes that could impact you and your finances. Fortunately, some of those changes might help you boost retirement savings and maximize certain investments. Here are some key points of the law, and what they might mean for you: Secure Act 2.0: […]
2022 Review and New Year Outlook
2022 is nearly over, and as far as the economy goes, it has been a struggle. This year was characterized by record high inflation and interest rates, with major stock market swings along the way. Here’s a look back at the main money stories of the year, plus a look at what 2023 might bring. […]
Financial Prep for the New Year
2022 is wrapping up, and it’s been an interesting year for the markets and the economy. Between several interest rate increases, high inflation and market turbulence, many Americans are coming out of this year feeling stressed. Unfortunately, the outlook for 2023 is also a bit rocky, and key indicators point to a recession sometime in […]
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