Pension Plan Limits for Tax Year 2023

11/08/2022
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Inflation Reduction Act: What You Should Know

08/24/2022
The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some significant provisions in the Act are discussed below.

Is the U.S. Economy in a Recession?

08/24/2022
In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May. Yet many economic indicators, notably employment, remain strong. The current situation is unusual, and there is little consensus among economists as to whether a recession has begun or may be coming soon. Considering the high level of public concern, it may be helpful to look at how a recession is officially determined and some current indicators that suggest strength or weakness in the U.S. economy.

Debit and Credit Cards: What to Know and When to Use Them

08/10/2022
Debit and credit cards offer you flexibility in how you pay for purchases. Learn about strategic ways to use each card.

Quarterly Perspectives - Second Quarter 2022

07/11/2022
As we enter the third quarter of 2022, there are several historical trends we can use to provide some perspective on current events. We take a look at historical recession periods, consumer sentiment index, average annual returns at different inflation rates, and S&P 500 index price after midterm elections.

How to Save Money: Creating a Strategy

05/17/2022
Create a savings strategy that works for you. Learn how to identify your goals, evaluate your needs, and choose efficient methods.

Caring for Your Aging Parents

05/17/2022
Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier.