by Kenny | Feb 4, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Starting the new year off with a strong, strategic financial plan to kickstart your financial goals for the next 12 months can have a lasting impact on your future beyond 2022. This, of course, includes the ever-important consideration of retirement planning. Luckily,... by Kenny | Feb 1, 2022 | Market review and Outlook
Monthly Market Recap for January 2022 -Darren Leavitt, CFA It was not a pleasant start to 2022 for investors as global financial markets took a few steps back. Increasing inflation concerns and the prospect for higher interest rates dampened sentiment. The Omicron... by Kenny | Jan 31, 2022 | IRA BLOG
By Andy Ives, CFP®, AIF® IRA Analyst The “Martin Scenario”: Martin, age 40, has never done an IRA rollover before. He took a distribution from his traditional IRA in December 2021 for $10,000 and deposited it into his checking account. Martin took another distribution... by Kenny | Jan 28, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Social Security survivors benefits are paid to widows, widowers, and dependents of eligible workers. This benefit is particularly important for young families with children. This page provides detailed information about survivors benefits and can help you understand... by Kenny | Jan 27, 2022 | IRA BLOG
By Ian Berger, JD IRA Analyst Question: My question relates to an IRA withdrawal that is then deposited as a Roth conversion. Will this withdrawal count as a once-per-year IRA rollover? Thanks in advance for your wonderful advice. Regards, Peter Answer: Hi Peter,...