by admin | Jan 6, 2023 | Archives, Investing Fundamentals
By Ryan Turbyfill, MBA Financial Advisor While we were enjoying the holiday season, Congress was busy passing an omnibus spending bill that included the Secure Act 2.0. This has many significant changes to many clients financial planning in one aspect or another,...
by admin | Jan 6, 2023 | Archives, Retirement
What is it: Colorado General Assembly passed a law requiring certain employers to have a retirement plan in place or use the Colorado Secure Savings Program. Who: Colorado employers with 5 employees or more. Those with current 401k or other qualified savings plans...
by admin | Jan 6, 2023 | Archives, Changing Times
Despite progress made, we are still a long way away from achieving equality in the workplace. Thanks to investor demand, increased data and transparency driving investment strategies and more robust impact reporting capabilities, investors now have more opportunities...
by admin | Oct 27, 2022 | Archives, Retirement
The IRS just announced increases to retirement plan contributions for 2023. We will see some large increases, much due to the high level of inflation. Below are the increases per the IRS for 2023: The IRS allows a “catch up” contribution of an additional $1,000 to...
by admin | Oct 17, 2022 | Archives, Changing Times
The Social Security Administration just announced the 2023 COLA (Cost of Living Adjustment) increase of 8.7% which is the highest in over 40 years. The average retiree will see a $134 per month increase ($1,547 to $1,681 per month) which will help with the rising...
