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...
by Capstone Investment Financial Group | Oct 2, 2022 | Archives
There are many milestones in life and believe it or not 73 is one of them. When you reach this milestone, the IRS requires you to withdraw a minimum from your IRAs and retirement accounts each year and pay ordinary income taxes on the taxable portion of your...
by admin | Sep 26, 2022 | Archives, Changing Times, View on Market
The Federal Reserve raised the Fed Rate by 0.75% on Wednesday (the 21st) and was the fifth time this year along. This has impacted mortgage rates, credit card debt, but has also had a large impact on both the stock and bond market. On Tuesday, the 13th of September,...
by admin | Aug 29, 2022 | Archives
By Lindsey Simek When we think of ESG and implement ESG into our portfolios, there always seems to be a common theme. Most people, when thinking of ESG investing, just consider the environmental element. We need to remember that ESG investing consists of three...
by admin | May 9, 2022 | Archives, Capstone, Changing Times
Series I Bonds are paying a record 9.62% interest rate, and this may a smart buy for many. With the market experiencing extreme volatility, an investment such as I bonds, may be just what investors are looking for. I bonds can be purchased in increments of $25 with a...
