by Joanne Tackes | Dec 27, 2022 | Investing, Joanne Tackes, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2023 retirement account savings. How different will your retirement contributions look in 2023? Let’s take a look… IRA contribution limits have increased $500 for...
by Robert Bartley | Aug 19, 2022 | Investing, Living Life, Robert Bartley
After approximately a 10-year journey, I was fortunate enough to achieve the rank of black belt this past February. The journey continues and in many ways has just begun. I am so grateful to my Sensei Terry Dow. I would be remiss if I didn’t also acknowledge two other...
by Robert Bartley | Apr 22, 2022 | Investing, Markets, Robert Bartley
Inflation There are certainly a lot of headwinds in the market with both inflation and interest rates climbing. As we are all painfully aware, the U.S. inflation rate is currently the highest it has been in 40 years. While there was hope that the inflation rate would...
by Joanne Tackes | Oct 7, 2021 | Investing
Congratulations, you have been awarded stock units by your employer! These awards come in a variety of flavors, but all represent the promise to transfer company stock (or a cash equivalent) to you at a later date or dates – the vesting date(s). If you are...
by Robert Bartley | Jul 19, 2021 | Investing
The market is once again being dominated by a few large companies. The rally since March of 2020 had broad participation but that has waned. This is always a warning sign. The market can turn this around, but the current trend is less and less participation in this...
by Robert Bartley | Jul 13, 2021 | Investing
Do you have a retirement income strategy? Does it take into account Required Minimum Distributions (RMDs)? If not, you may find yourself in quite a pickle after age 72. The IRS stipulates that a portion of tax-deferred retirement accounts must be withdrawn...
