The start of the year is a great time for a financial check-up. As you reflect back on the prior year, you may be motivated to consider making changes for the future. If you are looking to make a fresh start this year, here is a checklist that covers fundamental financial considerations: What … [Read more...]
What Issues Should I Consider at the Start of the Year?
2023 Goal Planning
The start of a new year is a great time to reassess your financial goals and the steps you are taking to achieve those goals. Do you have financial goals but aren't sure how to take the first step? As you look through this master list of financial goals, remember that we are always available to … [Read more...]
Retirement Investors Get Boost, 2023 Goal Planning, & Powercat in the BVI
For last year's words belong to last year's language. And next year's words await another voice. -T.S. Eliot Retirement Investors Get Another Boost from Washington Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by … [Read more...]
Retirement Investors Get Boost from Washington
Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden were several provisions affecting work-sponsored retirement plans and, to a lesser degree, IRAs. Dubbed the SECURE 2.0 Act of 2022 after the similarly sweeping … [Read more...]
Merging Finances, Year-End Planning, Santa Visit
The best and most beautiful things in the world cannot be seen or even touched. They must be felt with the heart. -Helen Keller Merging Your Money When You Marry Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is … [Read more...]