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 […]
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: […]
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 […]
Why Financial Education is Essential for Both Spouses
In many households, one spouse or partner tends to be more involved in the money management than the other. But ultimately, regardless of what your relationship (or your parents’ relationship) looks like, it’s very important that both people are in the loop about their finances. Why Financial Education Matters The reality of life is that […]
How to Prepare for a Financially Successful New Year
The key to a financially successful New Year is planning and preparation, and now is a great time to get ready for 2022. Review Your Year It’s difficult to move forward without knowing your current strengths and weaknesses, so spend some time looking back at the past year, or the past few. What goals did […]
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