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Social Security recipients to receive biggest raise since 1981

After a 5.9% cost of living adjustment to 2022, the social security administration announced the cost of living adjustment for 2023 of 8.7%. This is welcome news coming off of the September 2022 CPI reading [...]

What’s in the Secure 2.0 Act?

Note: Implementation for each SECURE 2.0 provision varies from being effective immediately, to ramping up in future years. A few even apply retroactively. Many of its newest programs won’t effectively roll out until 2024 or [...]

Retirement Contributions for 2023

The IRS announced new contribution limits for retirement savings for 2023.  Individuals can contribute $22,500 into 401(k) plans in 2023, up from $20,500.  For employees 50 and older, the catch-up contribution amount increases to $7,500 [...]

Series I Savings Bond Rate Reset is 6.89%

On November 1st, the United States Treasury announced the Series I Savings Bond rate reset will be 6.89% for the next six months.  The new rate is considerably lower than the preceding rate of 9.62% [...]

Are You Confused About Investment Costs?

What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when [...]

Tax Planning – The Big Picture

Not unlike that fine painting, your best tax-planning efforts include meticulous attention to the details, as well as to how each action contributes to your big picture. We view effective tax planning as a way [...]

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