News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
October 02, 2023
Navigating your Medicare Options
The Medicare Annual Election Period (AEP) runs each year between October 15 and December 7. During the AEP, you can add or subtract Part D and/or change your status between Original Medicare and Medicare Advantage. While eligibility for Medicare may be now or in the future, planning ahead for the overall picture may help you coordinate your Financial Plan and cash flow. Let's have a conversation.
September 22, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
If you're like most, a pension is not part of your retirement income and saving on your own is the only way to replace your earned income. In this article, learn about an upcoming catch-up contribution opportunity and let's run the numbers on how it may impact you and your family. Where do you stand and what steps can you take to potentially improve your retirement income? Let's have a conversation.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
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