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Women And Financial Strategies

Women And Financial Strategies

Women who share money management duties with their partner tend to take on a lion’s share of the responsibility for the household finances. Yet only 18% of women feel very confident in their ability to fully retire with a comfortable lifestyle.1,2 Although more women...

Ask Triangle – Jan. 6, 2023

Ask Triangle – Jan. 6, 2023

During this "Ask Triangle" session, we shared some market updates and new legislation that will be relevant for the upcoming year. Market Updates: The Federal Reserve is planning to raise rates three more times while bond prices continue to decrease. Employment...

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up...

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