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It’s a three-ring circus!

If you want to take advantage of the Mega Backdoor Roth tactic, this may be your last chance. Listen to hear more about this tactic.

Investors aren’t happy, but stocks are up.

Labor force participation may help determine how high and for how long the Fed is expected to remain hawkish/dovish on the inflation front.

Brace yourself! The debt ceiling standoff continues.

The labor market just keeps growing…and growing…

Planning for what will happen to your wealth when you are gone can be a difficult thing to think about, but doing so now can benefit you and your family

Despite more than a year of aggressive Federal Reserve rate increases, the United States economy is still growing, albeit more slowly. U.S. gross domestic product (GDP) – the value of all goods and services produced in the U.S. economy – grew by 5.1 percent over the first quarter.

It’s earnings season – the time when publicly traded companies report on how profitable they were during the first quarter of 2023.

The recent 2022 Social Security Trustees report finds that in 2034, retirees will start receiving a reduced benefit if Congress doesn’t fix funding issues for the social program. In other words, Social Security will exist after 2034, but retirees will only receive 77% of their full benefit starting then.

Click to listen for some perspective and information about investing in times of elevated levels of market volatility.

Keep your eye on the big picture

If you are one of the many people who hold company stock in their workplace retirement plan, consider the tax strategy net unrealized appreciation (NUA).

Current economic conditions can be interpreted in different ways, too. Recent economic data and a possible credit crunch, resulting from upheaval in the banking sector, suggest growth is slowing. After viewing the data, some say we’re heading for a soft landing, and others say a recession is coming.

The first quarter of 2023 brought Dr. Dolittle’s pushmi-pullyu – the rarest animal of all – to mind. It is the offspring of goat-antelopes and unicorns, and has a head at each end of its body.

Choosing a trustee – the person or entity who’ll manage the assets within your trust – is no easy task.

Investors are willing to take on risk to achieve their long-term financial goals, but not everyone manages it in the same way. Some people are willing to embrace risk, and others prefer a less adventurous option

Financial markets were volatile last week as investors parsed the risks around bank closures, central banks offered additional protections for depositors, and regulators took a harder look at bank balance sheets.

A Roth conversion moves all or part of your traditional pretax IRA to a Roth IRA. Roth conversions are used as a tax planning strategy: accelerating income taxes due on the converted amount to create tax-free retirement account growth.

Thrown for a loop.