Articles
SECURE Act 2.0 and more
Gabe Fransen | January 10, 2023 Just as our team and the folks that we provide advice to started to become accustomed to Required Minimum Distributions starting at age 72, which became law in 2020, the SECURE Act 2.0 became law and we need to adjust again. This article will Read more…
Articles
December 26, 2022 401K Maneuver Blog Post
Click here for December 26, 2022 Blog Post from 401k Maneuver
Articles
2023 Social Security COLA – 8.7%
Gabe Fransen | December 14, 2022 Approximately 70 million Americans will see their Social Security and Supplemental Security Income increase 8.7%. Increased benefits will begin in January of 2023. Here are some additional facts related to the 2023 COLA adjustment: This benefit increase, on average will be put an extra Read more…
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Retirement Risks
Gabe Fransen | November 29, 2022 A big part of our retirement planning process has to do with identifying risks that could hurt our client’s retirement plans. We find it beneficial for our clients to understand what risks we are looking for, if the risks are applicable to them, and Read more…
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What If My Account Goes to Zero?
Gabe Fransen | October 17, 2022 What if my account goes to zero? It’s a question we’ve heard more than once in the past 10 months. It seems to come from a place of fear, and extreme emotional aversion to loss. There’s likely a lack of understanding too, an understanding Read more…
Articles
Owner or Lender
Mark Triplett | September 12, 2022 Is it better to be an owner or lender? A simple question worth asking yourself. Would you rather be the owner of your home (a relatively consistent appreciating asset I might add) or would you rather be the lender? As an owner you borrow Read more…