SVB Worries
Is it 2008 all over again? Should we be worried about the financial system collapsing? Deep breath. Let's discuss.
State of the Economy
Simple question: How's the economy doing? Answer: It’s complicated. After the Federal Reserve hiked interest rates again (but less than last time) and all the market volatility, it's a good time to talk about the economy.
SECURE Act 2.0: 529 Rollovers Email
529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st. Here’s what you need to know:
SECURE Act 2.0
I wish I were bringing over some green smoothies and pressed juices to kick the year off. Instead, I have some new retirement rules for you.
Make Room for Hope
We’ve seen A TON of headlines talking about recessions, layoffs, and market fears over the past few weeks. And what we should be doing to stave off the worst. It’s prudent to plan ahead and reef the sails before the storm strikes. But are we going overboard? Are we being TOO negative?
Small Wins
When it seems like there's a flood of bad news and everything is unpredictable, I think it's important to highlight the bright spots when we see them. I've got three small wins for you this week.
