Insights & Updates

Blog2021-07-13T15:17:59-05:00
511, 2021

IRS Releases 2022 Retirement Account Contribution and Contribution Deduction Limits

By |November 5th, 2021|Categories: Blog|Tags: , , , , , , , , , , , , , , |Comments Off on IRS Releases 2022 Retirement Account Contribution and Contribution Deduction Limits

IRS Releases 2022 Retirement Account Contribution and Contribution Deduction Limits By: Margaret Nickens The IRS released the 2022 contribution limits and deduction income limits for IRAs, 401(k)s, and other retirement accounts. While there's some disappointing news in the batch, there's definitely some increases to celebrate. The Bad News The IRS is not increasing contribution limits [...]

111, 2021

3 Bright Spots from October’s Stock Market Performance

By |November 1st, 2021|Categories: Blog|Tags: , , , , , , , , , , , , |Comments Off on 3 Bright Spots from October’s Stock Market Performance

3 Bright Spots from October's Stock Market Performance By: Stacey Nickens As we head towards Thanksgiving, I'm reminded of the power of gratitude. Psychology research has shown that gratitude helps people feel happier, feel more content with their day-to-day lives, become healthier, better manage challenges, and develop stronger relationships. With all that said, I encourage [...]

2910, 2021

Goals-Based Savings Can Help You Withstand Market Volatility

By |October 29th, 2021|Categories: Blog|Tags: , , , , , , , , , , , |Comments Off on Goals-Based Savings Can Help You Withstand Market Volatility

Goals-Based Savings Can Help You Withstand Market Volatility By: Stacey Nickens Financial planners and investment advisors have traditionally advocated for a bucket-approach to savings. With the bucket approach, you segment your savings by time until withdrawal. A goals-based approach to saving is a twist on this method. Rather than segmenting your savings by time until [...]

1810, 2021

Social Security Will Increase Significantly in 2022

By |October 18th, 2021|Categories: Blog|Tags: , , , , , , , , , , |Comments Off on Social Security Will Increase Significantly in 2022

Social Security Will Increase Significantly in 2022 By: Stacey Nickens Retirees will see a large increase in their Social Security benefits in 2022. Last week, the Social Security Administration announced that the cost-of-living adjustment will be 5.9% in the upcoming year. However, seniors should keep in mind that benefits are increasing because inflation is increasing. [...]

1510, 2021

Retiring This Year? 3 Money Moves To Make Right Now

By |October 15th, 2021|Categories: Blog|Tags: , , , , , , , , , , , , , |Comments Off on Retiring This Year? 3 Money Moves To Make Right Now

Retiring This Year? 3 Money Moves To Make Right Now By: Stacey Nickens Congratulations! You have worked hard your entire life, and you are ready to rest and enjoy the fruits of your labor. As a financial advisor, I have loved assisting so many clients in moving into and through retirement. As you get closer [...]