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Blog

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 $6
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Hand holding a bill with a red "Past Due" stamp on it
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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A row of houses along a canal
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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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
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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Advisors Financial Inc. | Jul 7, 2022

NEWSLETTER: All Eyes on the Fed

Market Analysis
Market Commentary
Markets came under continued pressure in the second quarter as investors weighed the risk of higher interest rates and the probability of a recession. Both
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Two yellow balloons with smiley faces on them
Joseph Van Name | Jun 7, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Advisors Financial Inc. | May 18, 2022

NEWSLETTER: Series I Savings Bonds are an Attractive CD Alternative

I-bonds
Savings
Investments
Finance
Newsletter
Education
If you are are saving for a short-term goal or want to get a better return on a portion of your emergency fund, this might be an idea for you!
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Susan Warren, Laura Oliveira | May 10, 2022

A Few Things You Need to Know About Retirement Communities - CCRCs

Retirement
If you are interested in Continuing Care Retirement Communities, we have created this guide to better prepare you when walking through this process. Our goal is
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