We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
The Quarterly Advisor: First Quarter 2023
The Quarterly Advisor: First Quarter 2023 | Will 2023 Be Better for Investors? | Updated Contribution Limits | And More!
All About I-Bonds: What Are They & Interest Rates [Video]
In this video we will discuss what are i-bonds and their interest rates. These could be a great savings tool but there are pros and cons.
Podcast Episode 10: Cash is King. So What?
Right now, where is the best place to put your money? Cash is King, and there are more opportunities than you might realize.
Is Deferred Compensation a Good Idea?
Is deferred compensation a good idea? We look at the pros and cons along with some frequently asked questions to help you decide.
Social Security Income for Cost of Living Increase [Video]
Will your social security income cover your expenses? In this video, we will cover the what you need to know about the cost of living increase!
Podcast Episode 9: Save Me Taxman!
Afraid of taxes? In this episode, our tax man is here to save you! Steve will be talking us through why he loves taxes and how you can too!
Tax Brackets Explained (Plus Tax Savings Strategies Downloadable!)
What tax bracket are you in? If you have a high income, tax brackets explained before you can begin to work on tax savings strategies.
Retirement Changes in SECURE Act 2.0
The SECURE Act 2.0 has many new rules for people in retirement and those saving for retirement. In this post, we discuss all the retirement changes in SECURE Act 2.0 and help you understand some of the confusing new rules Congress put into the bill.
Podcast Episode 8: From Consumer to CFP
What does it even mean to be a CFP? In this episode, Jake shares his journey from a consumer of financial services to becoming a CFP.
2022 Was Tough, Will 2023 Be Better for Investors?
Will 2023 be better for investors? They just suffered one of the worst investment years ever in 2022. There are reasons for hope in certain parts of the stock and bond market. We give our thoughts on the chances of a recession and path of interest rates in this opening post of 2023.
2023 Retirement Savings Update: IRS raises limits on 2023 retirement savings contributions
The IRS announced it would be increasing contribution limits on retirement savings accounts. Read here about 2023 retirement savings update!
IRA and 401(k) Contribution Limits for 2023
IRA and 401(k) contribution limits change in 2023! Learn how much you can save for in retirement accounts like an IRA, 401(k), and more.
