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Financial and Tax Planning Resources

High Rates - Now What?  Thumbnail

High Rates - Now What?

When you turn on the news, one of the first things you are going to hear about is interest rates. The Federal Funds rate reached its highest since 2001 at a range of 5.25-5.50% in an attempt to lower current inflation. What does this mean for you? That largely depends on whether you are a depositor or a borrower.

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Secure Act 2.0:  The Impacts to Individuals and Small Business Owners Now and In the Future Thumbnail

Secure Act 2.0: The Impacts to Individuals and Small Business Owners Now and In the Future

Legislation known as the “SECURE Act 2.0” was included as a part of the bigger Consolidated Appropriations Act of 2023, which was signed into law on December 23, 2022. This act is a follow-up to the original SECURE act passed in 2019 that made several significant changes to retirement planning, including how people can inherit retirement accounts to the age for Required Minimum Distributions. This article will provide information on several of the changes included in this recent bill.

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Financial Planning for Young Families Thumbnail

Financial Planning for Young Families

Building the path for financial success can be stressful, especially if your family is young. You may be getting married, buying a new home, or deciding to have children. All of these are wonderful and joyous changes, but they can cause questions and uncertainty. There are ways to navigate through these changes, without having to take on additional stress and truly enjoy the time you have while your family is young.

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New 1099-K Reporting Requirements Thumbnail

New 1099-K Reporting Requirements

We can all agree that life looks a little different in a post-COVID world. Even though many of us were already using electronic payments pre-COVID, there is an increased focus toward contactless payment options from several retailers.

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Cash Savings: Options to Meet Your Goals  Thumbnail

Cash Savings: Options to Meet Your Goals

One of the most common questions we hear from clients is, “Where can I invest some cash that is going to be lower risk and provide a better return than my saving account?”. It doesn’t matter if the stock market is at an all-time high or in correction territory, people naturally want to store cash in a safe position receiving a modest return.

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