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Inflation and employment remain critical areas of focus for the Federal Reserve and Washington D.C. as politicians look to next year’s midterm elections. After a challenging September, equities roared back with an earnings season that is driving a wave of positive sentiment expected to last through the end of the year. The benefits of gold as a portfolio hedge are reexamined as inflation stakes its claim on the front burner.Learn More
The IRS recently announced updated retirement plan contribution limits, effective 2022. It’s a great time to review your retirement accounts and consider adjusting your contributions to be sure you are taking advantage of the increased contribution limits. To see the IRS changes made for 2022, review our new contribution chart.Learn More
When it comes to family finances, effective communication is critical for a healthy relationship. Sadly, money conflicts have led to a significant number of divorces among couples in the U.S. If you and your spouse have trouble discussing money, taking the couples and money quiz and following a few straightforward steps can help you avoid financial conflicts and strengthen your relationship.Learn More
Discover ways to reduce your taxes now and in the future. Our tax planning checklist has been revised and updated with the latest strategies needed for your 2021 tax planning. We discuss eleven simple tactics that may help you lower your tax rates. Be sure to review these options with your advisors before the December 31 deadline.Learn More