by msfinancialresources | Jan 24, 2023 | Financial
By now you’ve likely heard of SECURE Act 2.0, passed into law on December 29, 2022, as part of the greater Consolidated Appropriations Act of 2023. To save you from reading any or all of the 4,000+ pages, we’ve compiled some high-level, “best of the best”...
by msfinancialresources | Nov 16, 2022 | Financial
We have many clients that are retiring this year or who have retired in the past couple of years. I am so happy for them on this milestone and accomplishment in their lives! While I help these clients navigate the financial aspect of retiring, which is very important,...
by msfinancialresources | Nov 6, 2022 | Financial
I read a CNN article this morning that inspired the message of today’s newsletter. The article highlights how psychologically difficult it is to shift from saver to spender in retirement, especially when you are not working and bringing in a paycheck. (Article...
by msfinancialresources | Aug 4, 2022 | Financial
I hope you’ve enjoyed your Summer so far. Last week our tomatoes FINALLY started ripening so we could enjoy the fruits of our labor. Our 19 month old daughter, Emma, absolutely LOVES to be outdoors. One thing we do every night after dinner now is go outside and...
by msfinancialresources | Jun 28, 2022 | Financial
With the S&P 500 Index down over 20% Year-to-Date, we are officially in what investors call a “bear market.” How long will it last? No one knows, but there sure are a LOT of opinions out there! A look at history tells us that the median bear market is 8...
