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Planning for a Baby Financially: 4 Ways to Prepare
January 26, 2022 Planning for a Baby Financially: 4 Ways to Prepare By Vance Albitz, CFP® As new parents, what are some of the things that we could be doing to better our long-term finances? Well, I think the whole process of introducing a baby to the world is so special and it's so incredible. As [...]
The Hawkish Fed vs. The Market
January 25, 2022 The Hawkish Fed vs. The Market Phil Albitz, CFP® I don’t think anyone would argue with me if I said, “These last couple of years have been kinda weird.” In this short video I’m going to talk about the markets and explain the term “Hawkish Fed” as it relates to interest rates and [...]
Still Deciding New Year Resolutions?
January 21, 2022 Still Deciding New Year Resolutions? By Sylvia Salguero, Financial Advisor It is January again, now in the year 2022. Did you make progress in organizing your financial life? Do you still need to make improvements? This is a good time to review what went well, and what didn’t. Here are some helpful suggestions [...]
2022 Retirement Contribution Planning
January 21, 2022 2022 Retirement Contribution Changes By Clete Albitz, CFP® January is a good time to assess whether you can increase your level of retirement plan contributions for the upcoming year. If you are self-employed, you may still have time to setup and fund a plan for the prior calendar year through your tax-filing deadline. Some [...]
RMD and QCD Changes for 2022
January 21, 2022 RMD and QCD Changes for 2022 By Paul Miloe, CRPS® As we proceed into 2022, note there have been changes to the Required Minimum Distribution (RMD) rules affecting what you may be required to withdraw from your retirement accounts each year. RMDs had a prior change that pushed the start date out to age [...]
2022 Outlook: Summary
2022 Outlook: Summary December 22, 2021 Ever since the market bottomed in March 2020, the S&P 500 has more than doubled from its closing low and the economic recovery is now in full swing. Propelled by fiscal spending and the central banks’ dovish policies, economies around the world were boosted by a tailwind in 2021. [...]
