Near-record levels. The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement
Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it
What you need to know. When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these withdrawals are called Required Minimum
A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang
Wow, what a ride! Since 2009, the markets have experienced tremendous growth. Many have been surprised that the markets have performed so strongly over the past 10 years. It seems like every other week we
Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the
In Matthew 6:20 Jesus encourages us to “…lay up for yourselves treasures in heaven…” One of the most basic ways that we can apply this teaching is to give generously of our financial resources to
Three important factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in
Talk about precautions with the seniors in your family. Elders are financially defrauded in this country on a daily basis. Only a few of these crimes are made public. In fact, the National Adult
What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises