Financial News

November 1, 2024

2025 Contribution Limits, With New SECURE Act Limits

By Tanner Doudna The IRS announced today the new, higher contribution limits for 2025. A great new rule for savers is being implemented back from late […]
December 1, 2023

2024 Contribution Limits and the Power of Compound Interest

By Tanner Doudna The IRS recently announced the new, higher contribution limits for 2024. While reviewing some of the changes, I thought it would be wise […]
January 6, 2023

Highlights from the SECURE Act 2.0

By Tanner Doudna At the very end of 2022, the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 was signed into law. Overall, I […]
December 1, 2021

Important Financial Changes to Consider From the Build Back Better Act

By Tanner Doudna Update: As of 12/21/2021, this bill has been tabled until January 2022 at the earliest. The Biden Administration is currently working to pass […]
March 1, 2020

Highlights of the SECURE Act

At the end of 2019 the SECURE Act was passed into law. There are some major changes to financial planning that Tanner highlights, with both pros […]
February 1, 2019

Taxes in Perspective

By Chris Daunhauer Most taxpayers will find that the tax return they sign and submit for tax year 2018 (the one that’s due by April 15, […]
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