Weekly Round Up of Articles

Weekly Round Up of Articles

May 31, 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 Debt Limit Deal has been passed by Congress and heads to President Biden's Desk for signature.  This Debt Limit Deal will takes the risk of default off the table till January 1, 2025.  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


Senate passes debt limit deal, sending measure to Biden

Fed officials suggest rate-hike pause could be coming

Surveys highlight Americans' financial problems

Overcoming 3 retirement planning obstacles

What to know about 529 plans

Strategies for transferring assets to grandchildren