Looking Ahead to Year-End

Memo sticks with words ira 401k roth retirement plans

The end of the year will soon be upon us! Here’s a quick checklist of items to accomplish before we turn the calendar to 2024: Take your Required Minimum Distributions…

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Splitting Stocks

Senior mature business woman holding paper bill using calculator

Investors get more shares for their money with a stock split Amazon. Shopify. Tesla. What do these companies have in common? They all underwent stock splits in 2022.1 When well-known…

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Trends in Real Estate

One of today’s new housing trends was also popular more than thousands of years ago — communal living.1 In the Middle Ages, society was more interdependent. It wasn’t unusual for…

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Job Trends

For decades, young people were told college was the surest route to financial success as an adult. Get a degree, get a good job. However, this formula seems to be…

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Medicare News

Earlier this year, Congress passed a last-minute budget deal that included provisions affecting Medicare benefits. Specifically, one provision will permit certain therapies to continue beyond the previous caps, subject to…

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