Financial Planning Newsletter

2nd Quarter 2022

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.  […]

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1st Quarter 2022

You might be reading about the internal debate at the Federal Reserve Board about when and how to “shrink its balance sheet” which will, articles tell us, have some mysteriously […]

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4th Quarter 2021

Most American workers who have at least 10 years of work history will be able to start taking Social Security benefits as soon as they reach age 62.  But should […]

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3rd Quarter 2021

You may have read that the Social Security Trust Fund is due to be depleted in 2033, a year earlier than previous projections.  This sounds alarming, except for several caveats. […]

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3rd/4th Quarter 2020

Socially responsible investing has come a long way over the past decade. It used to be viewed as a way for relatively small numbers of investors to divest themselves of stocks in […]

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2nd Quarter 2020

Federal emergency aid legislation suspends required minimum distributions (RMD) for 2020. If you do not need the income from your IRA or retirement plan, here are tips to maximize the […]

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1st Quarter 2020

I would like to take this opportunity to welcome a couple new employees to FSA! Introducing John Jones and Jessica Pavik! John and Jessica came to FSA along with a […]

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4th Quarter 2019

Bid adieu to stretch IRAs! A new tax law was passed at the end of 2019 that removed this strategy for passing on your IRAs to the next generation while […]

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3rd Quarter 2019

ETFs may sound like aliens from the “Star Wars” movies. But they’re actually an increasingly popular investment that offers several potential benefits to investors. The acronym stands for exchange-traded fund. […]

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