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FEBRUARY 2023 Newsletter: Words of Wisdom from Warren Buffett
The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied...
Read MoreJANUARY 2023 Newsletter: SECURE Act 2.0 Passed In Final Days Of 2022
Happy New Year!Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for...
Read MoreDECEMBER 2022 Newsletter: Is the Fed Ready to Pause?
Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. The chart below shows the Fed’s pattern with...
Read MoreNOVEMBER 2022 Newsletter: New Retirement Contribution Limits for 2023
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
Read MoreOCTOBER 2022 Newletter: Putting Interest Rates Into Perspective
Traditionally, we are a little cautious when people say, “it’s different this time.” After all, the past few years have seen more financial “firsts” than most.But despite that skepticism, this year saw...
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SEPTEMBER 2022 Newsletter: Three Ways the Inflation Act Could Impact You
Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, we thought we'd highlight three key areas where you may benefit the most.Tax...
Read MoreAugust 2022 Newsletter: Unpacking the Summer Economy
It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are four moves we can discuss together that may be helpful during the current...
Read MoreMidyear Outlook 2022: Navigating Turbulence
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...
Read MoreJULY 2022: 4 Shrewd Maneuvers in a Down Market
It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are four moves we can discuss together that may be helpful during the current...
Read MoreJUNE 2022 Newsletter: Care for a COLA with Your Social Security?
As you might have heard, people are talking about a big bump in Social Security benefits next year.The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, compared to an increase of 5.9 percent in 2022....
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