Anyone hoping for excitement from the recent Fed statement was severely disappointed. As expected, the federal funds rate was lifted 25 basis points (bps) to a range of 5.25 to… Read More
Retirement & Lifestyle Planning Article
Navigating the 2.0 Tax Act
The Secure 2.0 Act of 2022 builds on the 2019 Act to better address the challenges that millions of Americans face in saving for retirement. With 92 new provisions, including… Read More
4 Strategies for Growing and Protecting Business Owner Wealth
For business owners, the last few years have introduced one challenge after another. After working through the COVID-19 pandemic and inching toward recovery and some sense of normalcy, they were… Read More
SECURE 2.0: What You Need to Know
Within the final days of 2022, both the House and Senate approved a massive $1.7 trillion omnibus spending bill. On December 29th, President Biden signed the bill into law. A… Read More
Retirement & Lifestyle Planning Article
Market Update: Second Quarter 2022
Major stock and bond markets fell again in the second quarter of 2022. The news media has been very loud announcing that it was the worst first half of a… Read More