Mar 30, 2023
In case you missed it, Federal Reserve Chairman Jerome Powell announced another 0.25% Fed funds rate hike on March 22. The Fed funds rate is now in the 4.75-5% range. So, where will interest rates go from here and what does that mean for you and your retirement plans? Dean Barber and Bud Kasper will discuss the effect...
Mar 27, 2023
There are new rules about Required Minimum Distributions and the RMD age after the SECURE Act 2.0 went into effect on January 1, 2023. RMDs can be very tricky, but it’s critical to understand how to plan for them. What are your RMDs going to look like in retirement? Will they influence your taxes or your probability...
Mar 23, 2023
We talk a lot about stress testing for a variety of economic conditions when building a financial plan. It becomes that much more important when a lost decade occurs. That's when the stock market is flat for 10 years or more. Dean Barber and Logan DeGraeve look at some recent examples of lost decades—such as the 1970s...
Mar 16, 2023
According to Fidelity, retirees lost an average of 23% in their 401(k) savings in 2022. That’s devastating. But that begs the question, why do retirees still have money in 401(k) accounts? Bud Kasper and Logan DeGraeve are going to discuss how to protect assets like your 401k in retirement, especially during...
Mar 9, 2023
Even with being super busy during tax season, CPA and Director of Tax, Corey Hulstein was kind enough to take some time to join Dean Barber and Bud Kasper on America’s Wealth Management Show to help answer the question, what is tax planning? Find resources from this episode...