Resources

New Rules Mean Saving More for Retirement

The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, was passed by Congress in late December 2019. Here are some of the features in the new legislation that will help you save more for retirement

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Finding the Balance of Income vs. Spending

Every year the IRS publishes instructions to prepare your Form 1040, individual tax return. The publication for 2019 is a whopping 108 pages! On page 103 of the IRS booklet is a summary of collections (income) and spending (outlays) by the federal government. Given the election year, here is a summary of this recap and some general observations.

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Market Update: December 2019

What happened in December? Stocks continued to have positive returns. International stocks, measured by the MSCI World ex-US index, increased 3.19% in December. Large cap stocks, measured by the S&P 500 were up 3.02% for the month.

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