by Thomas Dettre | Feb 13, 2024 | Monthly Tips
Tom’s Tips Greetings to all, and I hope this message finds you well as we make our way through winter. It has been quite mild here in New England, and spring isn’t all that far away. As tax season gets into full swing, I think it can be helpful to have some...
by Thomas Dettre | Jan 3, 2024 | Monthly Tips
Tom’s Tips Greetings, and Happy New Year to all! I hope 2024 is off to a great start for everyone. I always like to emphasize the importance of retirement planning, including saving and investing for retirement. Several retirement plan contribution limits are...
by Thomas Dettre | Aug 28, 2023 | Monthly Tips
Hello All, I hope everyone is enjoying summer, despite the incessant rain here in New England! Hopefully late summer and fall will bring drier weather. Artificial intelligence (AI) has dominated many news feeds over the last few months. Many of us are wondering what...
by Thomas Dettre | Feb 9, 2023 | Monthly Tips
Hello All, I hope this message finds you well as we make our way through winter. It has been fairly mild here in New England so far, but we know that spring is still not yet imminent. Many of you may have heard about the recent passage of the “SECURE 2.0 Act” late...
by Thomas Dettre | Dec 22, 2022 | Monthly Tips
Tom’s Tips Hello All, I hope this message finds you well as we approach the end of 2022! It has been a volatile year in the financial markets, as you are likely well aware. As the article below points out, declines in the value of traditional (tax deferred) IRA...
by Thomas Dettre | Jun 30, 2022 | Monthly Tips
Tech Sector Turmoil and the Bear Market For the past several years, tech stock gains drove the market to new heights, but when their share values began to plunge, they dragged the broader stock indexes down with them. During the intensely volatile first 100 trading...
by Thomas Dettre | May 5, 2022 | Monthly Tips
Hello all, I hope everyone is enjoying spring, which has has been off to a slow start here in New England! Federal student loans have been in the news quite a lot since the start of the pandemic, with multiple extensions for federal student loan payment, interest, and...
by Thomas Dettre | Mar 4, 2022 | Monthly Tips
Colliding Forces: Russia, Oil, Inflation, and Market Volatility Any disruption of Russian oil exports would have a significant effect on global supplies and drive prices higher. The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the...
by Thomas Dettre | Feb 2, 2022 | Monthly Tips
Retirement Plan Limits on the Rise in 2022 Retirement savers have some reasons to celebrate in 2022. Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers...
by Thomas Dettre | Nov 19, 2021 | Monthly Tips
Greetings to all, I hope everyone has been enjoying autumn, as we transition into the holiday season. This is the time of year when many employers roll out open enrollment, a window of time when employers introduce changes to their benefit offerings for the upcoming...
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