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Thin(k) About Your 401(k) Plan Congress Passes Secure 2.0 Act of 2022!

  On December 23, Congress passed and soon thereafter President Biden signed into law the latest spending bill, which included the Secure 2.0 Act of 2022.  This is good news for retirement savers.  The bill includes hundreds of…
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Thin(k) About Your 401(k) Plan - Great News! I Can Save More in 2023 - 401(k) Plan Contribution Limits

  The IRS recently announced a significant increase in the maximum amount an individual can save using a 401(k) retirement account.  In 2023, individuals will be able to save $22,500 up from $20,500 in 2022.  Those over age 50…
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Third Quarter Commentary

    If you have a long history with New Orleans, you may remember Pontchartrain Beach.  It was a popular amusement park founded and run by the Batt family from 1928 until it closed in 1983. It had rides (including an infamous…
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November 2022: I Series Bond Update

Many of you have used excess cash to purchase the US Treasury’s I Series Bonds. If you are unaware of I Series bonds and you’d like to know more, you can check out our blog "What's in your Piggy Bank" from a few months ago. The 6-month…
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Lemonade: Who Benefits from Tax Loss Harvesting?

As the saying goes, “When life gives you lemons, make lemonade”. While the market has felt like a sour lemon lately, some are leaning into a concept of tax harvesting to make lemonade. I recently heard someone saying that the very…
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Direct Indexing: Bringing Together Money and Meaning

We are excited to announce that we are now offering Direct Indexing for our clients with over $250,000 in assets. A direct indexing strategy is a customizable portfolio that holds individual stocks but mimics the general characteristics…