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Bi-monthly financial updates

Financial Insights – January 13, 2023

Financial Insights – January 13, 2023

IN CASE YOU MISSED THE WEBINAR! This past Wednesday Ray, Eric, and Daniel shared their thoughts on the market last year, what to expect in the coming year and information on the SECURE Act 2.0 with major changes to retirement planning. If you missed it or want to view...

Financial Insights – December 30, 2022

Financial Insights – December 30, 2022

Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 has made significant shifts to both those accumulating for retirement and those in retirement.

Financial Insights – December 15, 2022

Financial Insights – December 15, 2022

While it was coincidental that the November inflation numbers came out on the same day that the Federal Reserve started its meeting, maybe the better-than-expected inflation numbers might influence the course on interest rates.

Financial Insights – November 15, 2022

Financial Insights – November 15, 2022

Though Election Day 2022 is over, it is too early to make many projections about what will happen in Washington, D.C. until we see who wins the Georgian Senatorial run-off election.

Financial Insights – October 31, 2022

Financial Insights – October 31, 2022

A few weeks ago, the Social Security Administration announced the 2023 cost-of-living adjustment will increase 8.7%, raising the average monthly payment by about $146.