Archive for February 2024
Riding the Rollercoaster
Written By: Anna Carlson The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got…
Read MoreAffordable Care Act
Written By: Alex Hammersley, CPA For those under the age of 65, the Affordable Care Act (ACA), also known as “Obamacare,” can result in serious savings on health insurance. For…
Read More401k Rollover Considerations – Does it Make Sense For you?
Written By: Ryan Rinehart Happy Friday! The beginning of the year is always an excellent time to evaluate all your investments, including any current or old 401(k) accounts you have…
Read MoreNavigating “Peak 65”: Challenges and Strategies for a Record-Breaking Retirement Year
Written By: Susannah Orzolek 2024 is poised to be a historic milestone for America’s retirement system, marked by what has been cleverly called “Peak 65.” An average of 11,000 Americans…
Read More