Posts by Stephen High
Protecting Your Portfolio in a Presidential Election Year
The 2024 presidential election is set to be a repeat of the Biden versus Trump contest of 2020. Here’s what to keep in mind this election season.
Read MoreSmall Steps to Take Before 2024 That May Help Save Big
While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on your 2023 tax bill.
Read More6 Key Financial Considerations for Unmarried Couples
Marriage may not be part of the plan for every couple. These strategies can help unmarried couples avoid conflict while working toward their financial goals together.
Read MorePre-Tax or Roth? Your 401(k) Options Explained
Although pre-tax is the traditional option for 401(k) contributions, many plans now offer Roth after-tax contributions as well. When deciding between the two options, it is important to understand that one is not necessarily better than the other.
Read MoreRecent Banking Turmoil
CLIENT QUESTION OF THE WEEK: Should I be worried by the recent banking turmoil’s impact on the stock market?
Read MoreShould You File for Social Security Early to Capture the Inflation Adjustment?
Social Security benefits will go up 8.7% in 2023, the largest adjustment in four decades. Here’s why you don’t need to rush to file to benefit from the increase.
Read MoreStay the course during uncertain times
Russia’s large-scale invasion of Ukraine is one of the most significant geopolitical events in decades. Our thoughts go out to the countless innocent people who are impacted by this attack.
Read MoreIRS announces 401(k) limit increases to $20,500
The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased to $20,500, up from $19,500.
Read MoreThird quarter 2021 market perspective
During the third quarter, global stock markets retracted slightly, reversing the trend from the previous quarter. Politics and global affairs were front and center in September as the uncertain future of Chinese real estate group Evergrande sparked concern among investors internationally, and the continued debate in Congress over raising the U.S. federal debt ceiling caused apprehension in markets at home and abroad.
Read MorePrioritize your money and your life with these key questions
One reason many people feel uncomfortable about their financial future is they have not developed a financial vision for themselves. Not having a plan can adversely affect how individuals spend or save their money.
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