Resources

2023 will bring the highest social security COLA increase since 1979! We cover the basics of what you need to know about this increase and how it may affect your taxes in the coming year.

The IRS has announced retirement plan contribution and benefit limits for 2023. We have created a quick reference sheet for you below highlights those limits for each applicable category.

Did you know there’s a way to grow your charitable donations into potentially even more charitable donations? It’s true! Check out our latest video on Donor Advised Funds (DAF’s) with a brief mention about bunching contributions, which we’ll expand upon more next month.

Is it possible we’re already on the horizon of a bull market? Last month, we went over the basics of identifying a bear market and, in potentially timely fashion, we may be on the cusp of a bull market. So what is a bull market, how long does one last, what are the phases of a bull market and how can one be identified?

With more talk about bear markets and a recession potentially on the horizon, we wanted to review what a bear market exactly is, what triggers one and the four phases within it.