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Investment Implications of the War in Ukraine

Interesting insights on the economic impact of the war in Ukraine from the Capital Group: https://www.capitalgroup.com/advisor/ca/en/insights/articles/investment-implications-war-ukraine.html

By |2022-03-27T20:19:22-04:00March 25th, 2022|Business/Economic News, International|Comments Off on Investment Implications of the War in Ukraine

How to Handle Market Declines

Market declines are unsettling. The following article offers insight and perspective: https://www.capitalgroup.com/advisor/insights/articles/handle-market-declines.html                          

By |2022-02-24T20:17:00-05:00February 24th, 2022|Savings and Investing, Stock Market|Comments Off on How to Handle Market Declines

IRA Deadlines

IRA Deadlines Are Approaching Here is what you need to know. April 15, 2022, is the deadline for making 2021 annual contributions to a traditional IRA, Roth IRA, and certain other retirement accounts. This extension from the traditional April 15 deadline follows an extension of the traditional tax deadlines.1 Some people may not realize when they can make their IRA contribution. You can make a yearly IRA contribution between January 1 of the current year and April 15 of the [...]

By |2022-02-18T15:37:04-05:00February 18th, 2022|IRA, Retirement, Roth IRA|Comments Off on IRA Deadlines

Cash Alternatives for Charitable Giving

Cash Alternatives for Charitable Giving Thinking about donating? Think of these choices. The year is winding down, and you may be thinking of giving. In fact, you may want to explore the different ways in which you can donate to a charity or non-profit organization, apart from just making a cash gift. Consider some of the alternatives. Keep in mind this article is for informational purposes only. It's not a replacement for real-life advice. Make sure to consult your tax [...]

By |2021-12-22T11:51:52-05:00December 22nd, 2021|Charitable Giving, end of year money moves|Comments Off on Cash Alternatives for Charitable Giving

2022 Contribution Limits

2022 Contribution Limits Is it time to contribute more?  Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying put for 2022 are traditional Individual Retirement Accounts (IRAs), with the limit remaining at $6,000. The catch-up contribution for traditional IRAs remains $1,000 as well.1 For workplace retirement accounts (i.e. 401(k), 403(b), amongst others), the contribution limit rises $1,000 to $20,500. Catch-up contributions remain at $6,500.1 [...]

By |2021-12-03T14:58:34-05:00November 18th, 2021|401(k)/403(b), Retirement|Comments Off on 2022 Contribution Limits
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