Our Financial Blog

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Secure 2.0 Retirement Bill

Secure 2.0 Retirement Bill

At the very end of March, the House of Representatives passed a version of the bill known as Secure 2.0. The bill passed the House with overwhelming bipartisan support in a 414-5 vote. The House version still needs to pass in the Senate, where there are differing...

Combating Employee Hesitancy to Return to the Office

Combating Employee Hesitancy to Return to the Office

According to the January 2022 Future Forum Pulse survey, there’s been a shift in what workers want post-pandemic. The report found that in Q4 of 2021, 78 percent of workers from six industrialized companies wanted location flexibility. The survey also found that...

How Will the Federal Reserve React to Increasing Inflation?

How Will the Federal Reserve React to Increasing Inflation?

The Bureau of Labor Statistic’s Consumer Price Index rose by 8.5 percent year-over-year ending March 2022, leading most economists to agree that inflation is going to be with us for a while. With inflation seeming not to abate, at least in the near term, how...

New Required Minimum Distribution Rules for 2022

New Required Minimum Distribution Rules for 2022

Starting in 2020, new legislation increased the age to begin Required Minimum Distributions (RMDs) from 70½ to 72. More recently, the IRS updated the Uniform Life Table for alignment with longer life expectancies. Note that it takes years for actuaries to work...

Additional REsources

A Few Other Resources We’ve Created for Our Customers

Secure 2.0 Retirement Bill

Secure 2.0 Retirement Bill

At the very end of March, the House of Representatives passed a version of the bill known as Secure 2.0. The bill passed the House with overwhelming bipartisan support in a 414-5 vote. The House version still needs to pass in the Senate, where there are differing...

Combating Employee Hesitancy to Return to the Office

Combating Employee Hesitancy to Return to the Office

According to the January 2022 Future Forum Pulse survey, there’s been a shift in what workers want post-pandemic. The report found that in Q4 of 2021, 78 percent of workers from six industrialized companies wanted location flexibility. The survey also found that...

How Will the Federal Reserve React to Increasing Inflation?

How Will the Federal Reserve React to Increasing Inflation?

The Bureau of Labor Statistic’s Consumer Price Index rose by 8.5 percent year-over-year ending March 2022, leading most economists to agree that inflation is going to be with us for a while. With inflation seeming not to abate, at least in the near term, how...

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