Our Q1 2022 financial planning newsletter is now available. In addition to an investment market update, we discuss the potential for a bear market and how that affects your actions now. We also dig into how inflation affects your financial plan and cover the upcoming student loan interest and … [Read more...]
How Inflation Affects Your Financial Plan
We've all seen the headline number for 2021: a 7% increase in the consumer price index. You may be wondering: how does this affect my financial plan? Whether you have firsthand experience from the 1970s and early 1980s or have read about it in history books, the potential of sustained high … [Read more...]
Q4 Financial Planning Newsletter
This quarter's financial planning newsletter is now available. This edition is chock-full of actionable ideas including: Year-end tax legislation planning considerations Updates and reminders for maximizing retirement plan contributions and HSAs, Medicare open enrollment, required minimum … [Read more...]
After-tax retirement contributions: how to know if you have any
With all the talk about converting after-tax retirement contributions to Roth, you may be wondering if this applies to you. Here's how to tell if you have any after-tax money in an IRA or 401k. First, let's cover the difference between after-tax money and Roth. Both after-tax and Roth … [Read more...]
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