Are you prepared for 2023? From soaring inflation and rising interest rates to the ongoing effects of the pandemic and war in Ukraine, we can expect the economic landscape to remain predictably unpredictable for the foreseeable future. And Mr. Market doesn’t like it when it’s foggy. While there’s not much we can do to influence the… Read More 2023 Financial Planning: Your Key To-Do List for the New Year
Your portfolio may be designed to give you the best chance of achieving your financialgoals. Unfortunately, the market doesn’t care about your risk tolerance or your goals. The Market Has a Mind of Its Own A key characteristic of a well-designed financial plan is the consideration of market volatility— and for good reason. For example,… Read More How a Financial Plan Helps You Endure Market Volatility
The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three main types of retirement plans for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s.… Read More Retirement Plan Options for Small Businesses
Are you invested appropriately in your company retirement plan?… Read More Are You Invested Optimally in Your Company Retirement Plan (401k, 403b, 457)?
Keith Weiss CFP® 