SECURE 2.0 – Big changes for retirement planning

It’s not the most imaginatively named legislation, but the SECURE 2.0 Act expands the 2019 SECURE Act to make it easier to have a successful retirement. The legislation tackled retirement savings at several points on the financial journey, with a provision to enhance...

Turning money plans into money action in 2023!

A recent study published in The Ascent revealed interesting trends with regard to financial related new year’s resolutions. According to the report, 66% of Americans plan on making a financial resolution for themselves in 2023. Interestingly, the study found that 73%...

Year-End Tax Planning & Checklist

As the end of the year approaches, it’s important to start thinking about your tax situation. Taking some time now to plan can save you a lot of money and frustration come April. Here are three quick ideas to consider to help lower your taxes this year. ...

A deeper look at the benefits of 401Ks

  401(k) Plans Aren’t Just for Retirement, But Starting Early Matters Millennial and Gen Z employees know the value of an employer-sponsored retirement plan. A recent survey by Betterment found that 79% of Millennials and 84% of Gen Z would leave their...

Year-End Planning for Solopreneurs

The solopreneur refers to someone who organizes, manages, and assumes the risks of a business without the help of a partner or other shareholders. While potentially very rewarding, the life of a solopreneur is often a mix of business highs and lows, slow times, where...

November Investment Update

Economic data showed some movements in the right directions, both up and down. The Federal Reserve responded by talking about letting the economy catch up to the rate increases already enacted. Does that mean that the path forward will be smoother and potentially...