Weekly Round Up of Articles

Weekly Round Up of Articles

May 02, 2023

Hope everyone had a wonderful week.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  The biggest concerns impacting the market is the the Debt Limit that will be reached sooner than expected on June 1st according to Treasury Secretary Yellen and the failure of First Republic Bank.  If an agreement on the Debt Limit is not reached by the 1st of June the Government will have to prioritize which benefits/bills are paid.  With the failure of First Republic Bank the concern is there may be more failures.   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.  

Appointment Scheduling Link


Half of America’s banks are potentially insolvent – this is how a credit crunch begins

FDIC analyzes potential changes to deposit insurance

Fed consensus faces challenges as economy evolves

Fed hikes interest rates, indicates pause could be coming

Don't overlook these aspects of retirement planning

Planning considerations for children with disabilities

What happens if you die without a will

When beneficiary designations conflict with your will