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From the Desk of Todd Wike

From the Desk of Todd Wike

Beginning in March 2022, the Fed carefully began raising interest rates as an attempt to curb rising inflation and ultimately orchestrate a soft economic landing rather than an all-out recession. Since that time, interest rates have risen at the fastest pace in over...
Refresh and renew your portfolio this spring

Refresh and renew your portfolio this spring

Review your cash flow and tend to your RMDs as tax season approaches. Market Closures April 7: Good Friday May 29: Memorial Day Dates To Remember For deadlines that fall on a weekend, action may need to be taken by the preceding weekday. April 18: Tax day – the...
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA

SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA

Provisions of the SECURE Act 2.0 may allow for new flexibility with unused funds in certain education savings accounts. Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA. The industry is still striving to...
10 things your kids don’t want when you downsize

10 things your kids don’t want when you downsize

Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines. With spring in the air, now is a popular time to organize and declutter. But if you’re making a list of items for your kids or grandkids to pick up, you might want to...
Opportunity blooms in tax season

Opportunity blooms in tax season

Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill.   If you receive a refund So you worked...
Irish Guinness Brown Bread

Irish Guinness Brown Bread

This recipe is courtesy of Ina Garten and the Food Network. Level: Easy Total: 1 hr 30 min (includes cooling time) Active: 15 min Yield: 1 loaf Ingredients 1 cup quick-cooking oats (not instant), such as McCann’s, plus extra for sprinkling 2¼ cups whole wheat...