The S&P 500 went up more than 20% for 2 years in a row, an impressive run that doesn’t happen often. After 2 years of strong market performance, what should investors expect next? Keep reading (or watch the video) below as Mark Sorensen, our Chief Investment Officer, breaks down the latest trends – including the […]
Market Outlook: What’s Next for 2025? Read More »
Tax season kicks off this week, and with it comes a handful of changes you’ll want to know about before filing your 2024 taxes. From adjustments to standard deductions and tax brackets to updated rules on credits, contributions, and thresholds, staying informed may help you maximize your refund or reduce what you owe. Read on
8 Things to Know Before Filing 2024 Taxes Read More »
While we are all about celebrating the birth of our great nation, we don’t believe you should spend a lot of money (or go into debt) celebrating it. But that wasn’t the case in 2023. Americans spent more than ever. “Total consumer spending [for 2023’s] Fourth of July holiday is expected to reach $9.5 billion,
10 Budget-Friendly 4th of July Ideas [Recipes Inside] Read More »
It’s common financial advice – save enough in your 401(k) to get the company match. It’s great advice (after all, who doesn’t want free money?), but it may not be yours to keep should you change jobs or withdraw from your 401(k). This is because each employer match follows its own vesting schedule. And, if
Don’t Lose Your Match: The Danger of Ignoring Your 401(k) Vesting Schedule Read More »
When it comes to planning for retirement, choosing the right savings vehicle can make a significant impact on your financial future. Traditionally, 401(k) plans have offered tax-deferred contributions, but in recent years, the Roth 401(k) has emerged as an appealing alternative. With its unique tax advantages and considerations, understanding the key differences between a traditional
Pros and Cons of a Roth 401(k): Key Differences and Tax Implications Read More »
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