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401(k)401(k) For Business How to Prepare Your 401(k) Plan for SECURE 2.0 Changes
The SECURE 2.0 Act of 2022 (SECURE 2.0) made significant changes to 401(k) plans intended to expand coverage, increase retirement savings, and simplify distribution rules. It’s critical …
Estate PlanningGeneral PlanningInsurance Mistakes Your Financial Advisor Can Prevent
Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent that covers what you need covered, and a budget that allows you to live how you want to live and still squeeze in some savings.
Investing Federal Reserve July Meeting Comments
On Wednesday, July 26, 2023, the Federal Reserve raised the federal funds rate from 5.25% to 5.50%. This marks the highest interest rates have been since 2001. There have been 11 interest rate hikes so far in this cycle. This was not a surprise, with many analysts expecting this hike after the pause in June.