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TOPIC

2023 (2)

Blog
Financial Planning

Is This Bull Timid or Ready to Charge?

On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12,...

Financial Planning

Smart Holiday Budgeting for Retirees in 2023

As 2023's holiday season approaches, retirees relying on Social Security and other fixed incomes face the challenge of managing their holiday...

Financial Planning

SECURE 2.0 Adds New Early Withdrawal Exceptions

Learn about the new 72(t) exceptions added to the SECURE 2.0 Act, which can exempt early retirement account withdrawals from the 10% federal income...

Financial Planning

Market Month: July 2023

Stocks closed higher in July, with each of the benchmark indexes listed here posting notable gains. Both the stock market in particular, and the...

Financial Planning

Claiming the Home Energy Audit Tax Credit

When considering making energy-saving home improvements, it may be helpful to have a home energy audit done. Fortunately, there is a federal income...

Financial Planning

Market Month: August 2023

August proved to be a tough month for stocks, with each of the benchmark indexes listed here ending the month notably lower. Investors tried to...