Reminder to Take Advantage

With the due date for filing tax returns fast approaching, you may be getting ready to make your 2021 contribution into your IRA or other qualified account. Since we are already into 2022 you can take advantage of that and consider doubling down and also making your...

Taxes

With so much going on around us in the market, it is difficult for many of our clients to have time to hit pause and think about the impact of taxes on their retirement savings. We thought to make it easier for you by sharing an up-to-date 2022 Tax Reference Guide for...

Pension Fund lost more than $3 million Last week

Most of us are asking what impact Russia’s invasion on Ukraine has on us personally, and NBC News helped answer that question– at least for those who are retired teachers in Kentucky. The Kentucky Teachers’ Retirement System lost more than $3 million last week in...