March 1, 2023
“New Year, New Market?” Something has changed… In our last letter, we discussed 2022 and why it was a tough year for markets. Both stocks and […]
January 24, 2023
Summary: Each plan has different contribution and matching rules that need to be considered when crafting a savings approach. There are three “buckets” of contributions allowed […]
January 18, 2023
What type of financial advisor are you and what professional designations do you hold? I am a fee-only, independent advisor. I am a Certified Financial […]
January 4, 2023
Congress has officially passed the “Secure Act 2.0” which is a continuation of some changes that were passed in December 2019 effective January 2020. The Secure […]
December 14, 2022
Wow, what a ride these past 6 months. Markets have whipsawed back and forth all year with a -10% decline in March (followed by a rally […]
December 14, 2022
Giving Tuesday Charitable Discount! Today is giving Tuesday! Giving Tuesday was apparently created in 2011 and has become a part of the launch-into-holiday weekend that kicks […]
December 14, 2022
Here is the full report from the IRS, but I’ll summarize a few of the high points and potential opportunities below… All marginal brackets are increasing […]
October 8, 2022
Preserving purchasing power is important! How much would $1,000,000 buy you in… Comfort with risk and capacity to take risk must be aligned How much risk […]