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SECURE 2.0 – What You Need To Know About the Securing a Strong Retirement Act

SECURE 2.0 – What You Need To Know About the Securing a Strong Retirement Act

by SRP | Feb 6, 2023 | Articles, General Planning, Home, Investing in the Stock Market, News & Announcements, Retirement Planning

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). Broadly, SECURE 2.0 is intended to make retirement saving...

How can I Maximize my Retirement Savings?

by SRP | Feb 1, 2023 | Investing in the Stock Market, Retirement Planning, Risk Management, Videos

Gabe gives insight on maximizing your retirement savings with a few key strategies. Three Different Ways to Maximize your Retirement Savings Depending on your Circumstances There are a few ways we like to strategize in order to maximize savings. Here are the factors...

The 4% Rule: Is it Safe for Your Retirement Income Strategy?

by SRP | Feb 1, 2023 | Investing in the Stock Market, Retirement Planning, Videos

Gabe touches on SRP’s stance on the validity of the 4% rule. How Safe is the 4% Withdrawal Rule in Retirement? Now this question depends on the individual. But, it is a great rule of thumb for retirees who have a balanced portfolio and are planning a 30-year...
401k & IRA Limit Increases for 2023

401k & IRA Limit Increases for 2023

by SRP | Jan 18, 2023 | Home, Investing in the Stock Market, News & Announcements, Uncategorized

The amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022 You can see all the details here… https://www.irs.gov/newsroom/401k-limit-increases-to-22500-for-2023-ira-limit-rises-to-6500
Why You Shouldn’t Panic About Higher Rates and a Falling Market

Why You Shouldn’t Panic About Higher Rates and a Falling Market

by SRP | Sep 30, 2022 | Articles, General Planning, Home, Investing in the Stock Market, Retirement Planning, Risk Management

Presented by Gabe Lapito and Ryan Gomendi As we encounter another downswing in the ongoing bear market, it’s only natural to be concerned and ask questions. Here’s where we are at the moment: using the S&P 500 as a measure, the markets are down 22 percent from the...

Bear Market: What is your Response?

by SRP | Jun 28, 2022 | Certified Financial Planners, Home, Investing in the Stock Market, Retirement Planning, Videos

We’ve hit our 3rd bear market in the last 43 months. A bear market is when the market drops 20% from it’s high. What does this mean for you and your retirement plan? Is this normal? Listen in as Gabe and Ryan discuss the volatility. Is the Bear Market we...
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