The Spring 2023 issue of the ACP newsletter, Financial Focus, discusses FDIC limits & bank failures, passing personal possessions to heirs, and financial conversations with teenagers.
Financial Focus Spring 2023 Read Post »
At the end of December Congress passed the SECURE Act 2.0 that may have tax and financial planning implications for your finances. Without getting too low in the weeds, here are some key takeaways.
About The SECURE Act 2.0 Read Post »
The Winter 2023 issue of the ACP newsletter, Financial Focus, spotlights tax credits, student loan forgiveness, tax loss harvesting, empowering choice, and rising rates impact on bonds.
Financial Focus Winter 2023 Read Post »
The Fall 2022 issue of the ACP newsletter, Financial Focus, focuses on emotions in investing, cryptocurrencies, behavioral biases, and target date funds.
Financial Focus Fall 2022 Read Post »
The Summer 2022 issue of the ACP newsletter, Financial Focus, discusses on market downturns, financial life planning, financial chores worth completing, and inheritances.
Financial Focus Summer 2022 Read Post »
How much does the war in Ukraine impact your finances?
Ukraine, the World, and You Read Post »
The Spring 2022 issue of the ACP newsletter, Financial Focus, spotlights successful tax planning, starting a family, charitable giving & financial health, and the effects of both spouses retiring.
Financial Focus Spring 2022 Read Post »
The Winter 2022 issue of the ACP newsletter, Financial Focus, discusses resolutions, working during retirement years, cryptocurrency, and I bonds.
Financial Focus Winter 2022 Read Post »
Over the last several years we have seen our checking, savings, and money market accounts generate very little interest as rates have been at historic lows. With the recent spike in inflation Series I Savings Bonds are yielding over 7%, so let’s take a look at these savings bonds and determine if they are a fit for you.
Series I Savings Bonds – Are they right for you? Read Post »
