2024 Contribution Limits & Tax Reference
Click the link to view the 2024 Contribution Limits & Tax Reference.
Click the link to view the 2024 Contribution Limits & Tax Reference.
Happy New Year! January is not only a typical time for us to reflect on the previous year and fine tune our goals, it is Financial Wellness month. Financial Wellness isn’t tied to the amount of money we have, it has to do with how we feel about our financial life. The most [...]
The SECURE 2.0 Act, which was passed in December 2022, made a significant change to the IRS catch-up contribution rules. The catch-up contribution allows those aged 50 and above to contribute an additional $7,500 to an employer-sponsored pre-tax retirement plan.
Click the link to view the Q4 2023 DWA Investment Update.
Click the link to view the Q3 2023 Market Slides.
The SECURE 2.0 Act, which was passed in December 2022, made a significant change to the IRS catch-up contribution rules. The catch-up contribution allows those aged 50 and above to contribute an additional $7,500 to an employer-sponsored pre-tax retirement plan.
The outcome of the Fed's meeting in September was to hold rates at the current level. It has been described as a "hawkish pause," and the Fed was clear in post-meeting remarks and statements that one more increase is still possible in 2023.
Click the link to view the Q2 2023 Market Slides.
Stephanie Griebel has taken a few minutes to record a video that highlights actual average returns investors would have experienced from 1926-2022 when investing at a new market high verses when the market has had a 10% decline. This provides some perspective around long-term investing success. We find most people never get the [...]
June Recap and July Outlook The Fed finally hit "pause" on interest rate increases in June after fifteen months and ten consecutive rate hikes. The "dot-plot" indicated that Fed officials think two further increases may be necessary in 2023, and it’s become clear that it is only a brief pause. “Hawkish pause” is the way [...]