As we usher in the year 2024, it's crucial for both employers and employees to stay abreast of the significant changes coming to 401(k) plans. These changes, brought about by the SECURE 2.0 Act, aim to make retirement savings more accessible and beneficial. From increased contribution limits to more …  Read More
Stock Market Commentary – December 2023
Markets can change, sometimes quickly and when many people least expect it. After a few hard months for investors the stock market indexes we follow turned notably higher in November. At the same time bond yields moved lower on speculation that the Federal Reserve Bank’s rate hike cycle has come to …  Read More
FAFSA 2024-25 Application – What You Need To Know
Nothing is more appealing to soon-to-be and current college students and their parents than free money. However, it’s mind-boggling that so many families fail to fill out the Free Application for Student Aid (FAFSA) form.¹ That’s why we crafted this guide for the FAFSA 2024-25 application, as we do …  Read More
How To Find College Scholarships
The total average cost of higher education now exceeds $240,000 per child at private four-year colleges.¹ There are several ways students and their families can fund the increasingly expensive college experience. Starting early with a comprehensive savings plan2 and, later, setting realistic …  Read More
Stock Market Commentary – November 2023
October felt to us like a continuation of September as the stock market indexes we follow had a rough go of it, with all seven posting a negative return for the month. Most are now negative for the year as well. Bonds, as measured by the Bloomberg Aggregate index were also down (as yields continue …  Read More
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