When you think about building a financial plan that will help you meet your goals at every stage of your financial journey, from your younger working years through retirement, saving and investing are usually the…
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November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold everyone’s attention – again – here we are waiting for the outcome of the last FOMC meeting…
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Are you thinking about retirement? There’s the good part – the travel, time with family, catching up with yourself or achieving long-held dreams or goals. But then there’s worrying if you’ve saved enough and you’ll…
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October Recap and November Outlook The Federal Reserve’s November meeting went as the market expected: no change in rates. What wasn’t expected was the October and early November rollercoaster of bond yields. And by rollercoaster,…
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September Recap and October Outlook The outcome of the Fed’s meeting in September was to hold rates at the current level. It has been described as a “hawkish pause,” and the Fed was clear in…
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Saving for retirement in a 401(k) is one of the most effective ways to build up a nest egg. But with the maximum contribution limit at a considerable $22,500 for those under 50 and $30,000…
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Helping your kids get a good start in life is a priority for many parents, and it often extends well past childhood and into adulthood. Alleviating some of the financial burden while they are getting…
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August Recap and September Outlook For most of the summer, increasingly positive data releases fed into the market’s upbeat view of the economy. This seemed to belie the consistent messaging from the Federal Reserve that…
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Starting and growing a business brings unique challenges. For many entrepreneurs, the main focus is simply to stay in the game and keep their business open for the first few years. Once you build some…
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The SECURE 2.0 Act, which was passed in December 2022, made a significant change to the IRS catch-up contribution rules. The catch-up contribution allows those aged 50 and above to contribute an additional $7,500 to…
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