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Financial Planning

Fiscal Responsibility Act of 2023

The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January 2025. The legislation also...

Financial Planning

Is This Bull Timid or Ready to Charge?

On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12,...

Financial Planning

Smart Holiday Budgeting for Retirees in 2023

As 2023's holiday season approaches, retirees relying on Social Security and other fixed incomes face the challenge of managing their holiday...

Financial Planning

SECURE 2.0 Adds New Early Withdrawal Exceptions

Learn about the new 72(t) exceptions added to the SECURE 2.0 Act, which can exempt early retirement account withdrawals from the 10% federal income...