Tax season is here, and millions of people are getting a tax refund. Are you one of them? If so, you should plan ahead for what you’ll do with it.
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A combined measure of 10-year government bond yields from a basket of major economies has fallen below a similar basket of one- to three-year government bonds; in other words, you
Congress got busy right as 2022 came to a close with passing the SECURE Act 2.0. The SECURE Act 2.0 is a follow up to the original SECURE Act that
Are we in a recession today? That’s one of the key questions that investors and economists are asking, and there is no easy answer. A recession is a period of
Even if you’re new to the world of investing, you’ve probably heard that starting early is key, while waiting to invest can cost you. Why is it important to invest
By now you know that the U.S. is experiencing a fairly dramatic inflation rate. The Consumer Price Index rose 7.9% last year, and prices this year are surging as well.
Ever hear of making too much money? Well, that could be the case if you are trying to contribute to a traditional or Roth IRA. If that’s bittersweet news for
As you start to get older in life, it’s natural to worry about the legacy that you are leaving behind. First, you’ll want to determine what you want your legacy
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, discuss managing finances for couples in this edition of Technical Tuesdays. Managing Finances for Married Couples Transcript Mike: Hey, everyone. Welcome to our
Growing up, it always seemed like $1 million was more than enough money to fund the rest of your life and live on easy street. In fact, it was common