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Blog

Joseph Van Name | Mar 7, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Advisors Financial Inc. | Jan 18, 2023

Cautious Optimism in a New Year

Market Analysis
Stocks rallied in the fourth quarter as inflation continued to cool after peaking earlier in the summer. This provided some much-needed relief to investors
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Joseph Van Name | Jan 7, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Advisors Financial Inc. | Dec 29, 2022

Here is What You Need To Know About the Secure Act 2.0

Secure Act 2.0
As you may be aware, Congress has recently passed an Omnibus Spending Bill. Included in the bill is “Secure Act 2.0” which makes changes to retirement plans and
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Advisors Financial Inc. | Dec 28, 2022

What You Can Do To Max Out Your 2023 Retirement Contributions

Retirement
For 401(k)s the new contribution limit is $22,500 (increased from $20,500), and the catch-up contribution for those over age 50 is now $7,500 (increased from
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Joseph Van Name | Dec 7, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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David Mulhearn CFP® | Dec 6, 2022

Do you have an Inherited IRA? New rules could be coming your way.

The Internal Revenue Service recently released Notice 2022-53 that provides guidance on required distributions for IRAs and defined contribution retirement
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Advisors Financial Inc. | Nov 8, 2022

The Numbers for 2023 - Big Changes

IRS
Contributions
Investments
The IRS has recently announced updated inflation-adjusted contribution and deduction limits for 2023.
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Joseph Van Name | Nov 7, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Advisors Financial Inc. | Oct 14, 2022

NEWSLETTER: Finding Clarity in a Foggy Rate Environment

Market Analysis
Investments
Recession
Inflation
After staging an impressive rally to start the quarter, stocks gave up their gains and closed lower by -5.28% as measured by the S&P 500, driven by stubbornly
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Joseph Van Name | Oct 7, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Joseph Van Name | Sep 7, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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