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12 Jan 2023 How SECURE Act 2.0 Impacts IRAs, 401(k)s, 529s, and RMDs

Posted at 06:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

As 2022 came to a close, Congress passed a spending bill that included a retirement bill commonly referred to as "SECURE Act 2.0." Its predecessor, 1.0, passed at the tail-end of 2019 and lifted the starting age for Required Minimum Distributions (RMDs) from 70 to...

05 Jan 2023 You Aren’t Too Big To Fail (And That’s Okay)

Posted at 17:06h in The Friday Brief by Jared Korver, CPA, CFP®

An over-simplified story about the Global Financial Crisis is that when the housing market blew up, causing subprime mortgages to start drowning, causing the collateralized debt obligations backed by securitized versions of those subprime mortgages to implode, causing mass panic and the threat of bank...

15 Dec 2022 The Whirlwind of December

Posted at 19:42h in The Friday Brief by Ellen Martin

Wesley and I snuck away to London for the first part of December for our delayed pandemic travel and Christmas present to ourselves. We saw the historic sights, enjoyed the city’s plentiful holiday décor, ate delicious food, and generally found ourselves able to relax and...

08 Dec 2022 A Garden is Hard Work

Posted at 11:42h in The Friday Brief by Geoff Hall, CFP®

When I was a kid, some of my favorite books were from the Frog and Toad series by Arnold Lobel. Each book contains five silly, yet profound, stories about a tall, green, easy-going frog and a short, more serious, and sometimes neurotic, toad. The stories...