2023

Financial Planning

Retirement Legislation Awaits Further Action

Retirement Legislation Awaits Further Action

Financial Planning

Is the Yield Curve Signaling a Recession?

Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of...

Financial Planning

The Debt Ceiling and Deficit Spending

On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt ceiling.

Financial Planning

IRS Issues Guidance on State Tax Payments

The IRS has identified 21 states that made special payments to taxpayers in 2022. After a review of those special payments, the IRS has determined...

Financial Planning

U.S. Banking Crisis: Should You Be Worried?

Unable to meet withdrawal requests triggered by depositor panic, Silicon Valley Bank (SVB) was placed into receivership by the Federal Deposit...

Financial Planning

There's Still Time to Fund an IRA for 2022

The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2022. If you had earned income last year...

Financial Planning

Best States to Retire in 2024

Regardless of age, profession, or current residence, many people share the ultimate goal of retiring comfortably. It's crucial to understand that...

Financial Planning

SECURE 2.0 Offers New Options for 529 Plans and Student Loan Payments

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in...

Financial Planning

What You Should Know About the Debt Ceiling Debate

On Monday, May 22, President Joe Biden and House Speaker Kevin McCarthy met at the White House to discuss raising the statutory limit on U.S....

Financial Planning

Fiscal Responsibility Act of 2023

The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January 2025. The legislation also...