Posts Tagged ‘Secure Act’
Key Provisions in the SECURE Act 2.0 (2022)
Key Provisions in the SECURE Act 2.0 (2022) Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® After more than a year of anticipation, Congress passed the SECURE Act 2.0 of…
Read MoreHow to Handle ‘Leftover’ 529 Balances
By Ryan Rink CFP®, ChFC®, CLTC® How to Handle ‘Leftover’ 529 Balances 529 plans are one of the best savings vehicles for college. However, deciding on the right amount to…
Read MoreMake Timely Tax Payments to Avoid Penalties
Tax Payment Planning – Making Timely Payments Will Avoid Penalties As we move towards the next tax filing season, it’s important to consider what your plan will be for ensuring…
Read MoreMarket Update + Interest Rates + Mortgage Rates + Corona Virus
The stock market is down more than 5% this morning and more than 15% in the last 30 days. Let’s review a few important items. Market Update: From our experience,…
Read MoreHave US Stocks Risen Too Far and Too Fast?
Large-cap US stocks were up more than 13.5% for the most recent decade, 2010 – 2019. This is above historical averages – so should we be concerned the market has…
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