Economic Update
Looking Ahead to 2024
For many, January is a time for resolutions, College Football National Championship games and/or participating in the global phenomenon known as “Dry January.” Aside from the health benefits (better sleep, mood, diet, and energy), skipping alcohol for 31 days can […]
Economic Update
2023 In The Rearview Mirror
It’s been quite a year in many ways, but here’s a recap of some of the biggest happenings in the financial world.
Inflation Slows.
The inflation rate continued its downward trajectory from 9.1% in June of 2022 to 6.4%. in January of 2023. The […]
Economic Update
Holiday Spending
Will consumers spend as much this year on holiday-related purchases as they did in 2022? The answer seems to depend on whom you ask!
According to The Conference Board, U.S. consumers plan to spend an average of $21 dollars less than they did […]
Economic Update
Making a (Year-End) List and Checking it Twice
With the holiday season in high gear, we’re sharing a list that we use to make sure all our ducks are in a neat row before 2024 begins.
Economic Update
Complying with Changes to Required Minimum Distributions
Before 2023 Ends
A year ago this month, President Biden signed the 358-page SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement), legislation that made dozens of changes to rules related to retirement savings. In past issues of this […]
