Weekly Round Up of Articles

Weekly Round Up of Articles

January 20, 2023

Hope everyone is staying safe, warm, and has had a wonderful start of the year. As Congress begins to debate the Debt Ceiling we wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns, please use the link below to schedule a time for a conversation.  Please also feel free to forward to anyone you believe might benefit.

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How your "money mindset" can affect financial decisions

Fed's Brainard seeing positive signs on inflation

The impact of longevity on retirement security

Refining your long-term investment strategy

How inflation is affecting retirement confidence

Retirement planning when moving to a new job

SECURE 2.0 to create new path for unused 529 plan assets