Weekly Round Up of Articles

Weekly Round Up of Articles

May 09, 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 potential failure of Regional Banks.  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.  Congressional Leaders meet with President Biden to see if a deal could be made.  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


What would happen after the US exhausts its budget maneuvers?

Finseca: 3 key financial tasks for moms

Kashkari: "Extended" period of high rates may be needed

Americans worried about their money

Many households could face retirement shortfalls

Planning to manage your retirement tax bill

Resumption of student loan payments could squeeze families saving for college

What to do when a trust needs to be amended