Quarterly Market Update – First Quarter 2023
Market highlights: March results helped all three major U.S. indices end the first quarter of 2023 in the green. Despite mid-March market turbulence caused by strain on the banking industry, economic updates continued to show positive signs of growth. ...
401k & IRA Limit Increases for 2023
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
2023 Economic and Market Outlook
As we start into 2023, we need to reckon with what happened in 2022. Both stock and bond markets were down around the world. Still, the U.S. and global economies showed impressive resilience despite multiple disruptions. The worldwide challenges included pandemic...Protected: Email Signatures
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Gabe Honored in Forbes’ Best-in-State Wealth Advisors List for Fourth Consecutive Year
Strategic Retirement Plans, a holistic financial planning firm, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. This marks Lapito’s fourth consecutive...Ready to Get Acquainted?
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