by Kevin Erb | Mar 15, 2023 | News
On March 10th, Silicon Valley Bank (SVB) was placed under the control of the Federal Deposit Insurance Corporation (FDIC). Individuals have no doubt been inundated with panic-inducing headlines highlighting the collapse of the 16th largest bank in the US. Two other...
by Kevin Erb | Feb 15, 2023 | Estate Planning, News, Wealth Management
In late December, Congress passed the SECURE Act 2.0 as a part of the wider Consolidated Appropriations Act. The passing of SECURE 2.0 came almost three years to the date after the passage of its predecessor, the SECURE ACT. And like its predecessor, this new Act...
by Kevin Erb | Jan 25, 2023 | Wealth Management
“To say this occurrence is uncommon would be a big understatement.” While this observation from our most recent Financial Sense newsletter could refer to any number of odd and / or historic things going on with our economy at the moment, it was specifically referring...
by Kevin Erb | Nov 16, 2022 | Wealth Management
With less than two months left in the year, now’s a great time to ensure you are on track to maximize your retirement contributions. As a reminder, here are the contribution limits for 2022: 401(k) and 403(b) Plans: $20,500 if under age 50, $27,000 if 50 or over. IRA...
