Our winter 2025 financial planning newsletter is now available. There's a lot going on in the world of personal finance! The newsletter includes details on action you may need to take as a result of the Social Security Fairness Act and an upcoming Vanguard litigation deadline. We also cover super … [Read more...]
Winter 2024 Financial Planning Newsletter
The Winter 2024 Financial Planning Newsletter is now available. It includes an investment market update and some observations about market responses to the Fed's actions. In addition, we provide some updates on the tax consequences of student loan forgiveness and how to fund a Roth IRA from a 529. … [Read more...]
Summer 2023 Financial Planning Newsletter
Our summer 2023 financial planning newsletter is now available. In addition to the investment market updates, it includes tips on retirement contributions including the new rules for 2024 401(k) catch-up contributions. We also cover last week's IRS guidance about Required Minimum Distribution (RMD) … [Read more...]
Spring 2023 Financial Planning Newsletter
The spring financial planning newsletter is now available. It includes an investment market update, as well as insight on FDIC and SIPC coverage. We also provide links to adjust your tax withholding if needed now that the 2022 tax filing deadline has passed. In addition, we highlight Rachel Songer's … [Read more...]
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