Q4 2023 Quarterly Context Video
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Q3 2023 Quarterly Context Video
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Q1 2023 Quarterly Context Video
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Are you saving enough? Up to the new retirement plan limits?

Did you increase your savings rate a few months ago when the IRS increased retirement plan savings limits? If not, now is still a great time to do so. In most years, the IRS increases the limit for what individuals can contribute to their retirement plans. If that change slips past you, and/or you forget to increase your savings rate, you lose an opportunity to save more on a tax-advantaged basis….

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Q4 2022 Quarterly Context Video
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10 questions that could change your life and financial independence

If you aren’t asking the right questions, you won’t get the best answers. When you change the questions you ask yourself, you can change your life. And the financial dimension of your life is no exception. Use the following 10 questions to help clarify your direction, establish meaningful milestones, and solidify a commitment to getting where you want to go. 1) How would having clear life goals impact your life? When your goals are…

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Recessions and your financial plan

The threat of a recession continues to be one of the most pressing concerns for investors. Inflation has proved hard to restrain, and the Federal Reserve continues to raise interest rates. Disagreement on recession likelihood Whether the U.S. will fall into a recession is still uncertain, and a subject of debate amongst experts. According to a recent UCLA Anderson Forecast, the U.S. is not currently in a recession, and the chance…

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Q3 2022 Quarterly Context Webinar
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