Secure Act 2.0–What Changed???

Secure Act 2.0–What Changed???

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,...
Colorado Secure Savings Program

Colorado Secure Savings Program

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...
Advancing Diversity —and Your Portfolio

Advancing Diversity —and Your Portfolio

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...
2023 Retirement Plan Updates from IRS

2023 Retirement Plan Updates from IRS

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...