by Kevin Erb | May 17, 2023 | News
“I’m a fraud. Everyone knows it. It’s only a matter of time before I’m called out.” Sound familiar? Have similar thoughts crossed your mind, especially as it pertains to business and your career? You’re not alone. A recent study by KPMG, a Big Four accounting...
by Kevin Erb | Apr 25, 2023 | News
With the 2022 tax season coming to a close, we always like to take this opportunity to highlight any new contribution limits for a variety of retirement and other investment accounts that may be taking effect in the new tax year. For 2023, new contribution limits...
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 | Quarterly Newsletter, 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...
