2024 HSA and FSA Contribution Limits Presented by Marc Aarons   I’m reaching out today to share a noteworthy development that could shift how you plan for healthcare expenses in 2024.   Beginning in 2024, an inflation adjustment by the IRS will allow you to contribute more to a health savings account (HSA). In fact, […]

2023 Market Review & 2024 Outlook Presented by Marc Aarons   Hope you are enjoying 2024 thus far. 2023 was an eventful year in the U.S. financial markets, to say the least. Given this, I imagine you may have some questions about what’s to come in 2024, so I thought I would reach out with […]

Third Quarter Financial Market Update 2023 Presented by Marc Aarons I hope you are enjoying these last few months of the year. As we head into the final stretch of 2023, I wanted to reach out and offer a review of the third quarter’s key market and economic developments.   S&P 500: A Breather After […]

 Financial Market Update – Week of 8/28/2023 Presented by Marc Aarons   Major U.S. equity indexes were mixed last week, with tech leading the way and industrials lagging for the week. Tallying last week, the S&P 500 rose by 0.82%, the Nasdaq 100 increased by 1.68%, and the Dow Jones Industrial Average was lower by 0.45%.   The Federal Reserve […]

Inflation- What It Means for Retirement Savings Presented by Marc Aarons   Hope you are doing well! Many people are concerned about inflation on a national and global level. But a lot of my clients’ concerns are much closer to home. On a personal level, inflation unquestionably affects how much your retirement dollars will be […]

Should Retirement Funds Go Toward Current Needs   Presented by Marc Aarons   I hope you and yours are doing well. This past year has been financially trying for many individuals and families in the face of record inflation numbers and a looming recession (US Inflation Calculator). And with rising credit card debt that averaged […]

Five Basics of Financial Literacy Presented by Marc Aarons Credit and Debt Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal finance. While it’s not useful to be scared of credit and debt and avoid it entirely, there are some things to look out […]

A look back at 2022 thus far Presented by Marc Aarons The year in brief. Soaring inflation impacted consumers, businesses, and investors in 2022, and the Federal Reserve tried to rein it in with an aggressive cycle of interest rate hikes. Bulls and bears engaged in a tug-of-war on Wall Street, leaving the major benchmarks […]

The Biggest COLA Increase Since 1981 Presented by Marc Aarons   How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top […]

Recession or Growth Scare? Your Guide Provided by Marc Aarons   I’m hearing a lot of mixed messages these days about the economy. Some headlines say we’re already in a recession; some say one is looming. Others hint that we’ll avoid a recession and have a soft landing. It makes you wonder who’s in charge […]