Blog
Market Update June 2024: Sold Down the River
If you were tuned into the financial talking heads at the very beginning of the year (Market Update: Year Ahead 2024), the big focus was on estimating how many [...]
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401(k) & IRA Alert: Max contributions rise in 2024
The Internal Revenue Service (IRS) has announced significant increases to the contribution limits for 401(k) plans and individual retirement accounts (IRAs) in [...]
Read more 401(k) & IRA Alert: Max contributions rise in 2024
States Contemplate “Mansion Tax” to Fund Affordable Housing
As the affordable housing crisis continues to grip many parts of the country, state and local governments are exploring innovative solutions to generate funding [...]
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SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Leaving IRA assets to a trust, rather than to individual beneficiaries, can be a strategic move for those looking to exert more control over the distribution of [...]
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529 College Savings Plans: Better Than Ever in 2024
As college costs continue to rise, it’s more important than ever to have a solid plan in place to finance your child’s education. Fortunately, 529 [...]
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Market Update May 2024 | The Golden Oldies
Remember those Columbia House ads from the 1970s and 1980s giving you an opportunity to build out your record or tape collection for just a buck? Talk about a [...]
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RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan [...]
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One Third of Americans Feel Financially Insecure
It’s no secret that financial insecurity is a growing concern among Americans, with a significant number feeling the weight of economic pressures. The [...]
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Remote Workers Beware: Double Income Taxation Looms
Remote workers may face the unexpected burden of double income taxation based on their work location. This issue arises when employees work remotely from a state [...]
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The Politics of Housing: The Polarization of Renting Versus Owning
The debate between renting and owning a home has long been a contentious issue in the realm of housing politics. The divide between those who advocate for renting [...]
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Recent posts
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2025 Year Ahead Outlook: Built to Last
February 7, 2025 -
How to Access Your IRA Without Penalty Before Age 59 ½
February 7, 2025 -
Trump Tariffs Explained
January 29, 2025 -
Alternatives: Managed Futures for Dummies
January 15, 2025 -
Social Security Changes for 2025
January 8, 2025 -
2024 Year-End Review: The Path is Always Foggy
December 22, 2024
