Insights and reflections to support your financial growth
Secure Act 2.0 Raises RMD Age
The age at which individuals begin taking required minimum distributions (RMDs) increased to 73 from 72 on January 1, 2023. If you turned 72 in 2022 or earlier, you must continue taking RMDs as scheduled. If you are turning 72 in 2023 and have already scheduled your...
Is a Roth IRA a good fit for you?
If your retirement planning includes funding a traditional IRA (or 401[k]), congratulations. You’re reducing your bill to Uncle Sam in every year you contribute. Great! Right? Maybe not so great. The flip side of traditional IRAs is that a withdrawal is a taxable...
2022 Third Quarter Commentary
The third quarter started off well with the S&P 500 trading up 12.7% by mid-August, only to retreat and finish the quarter down 6.3%. The weakness in the equity market was precipitated by a slightly hotter than expected CPI report for August, followed by an...
Supporting the fight against breast cancer
Spreading awareness to all our loved ones on the importance of self-exams, checkups and screenings can make the difference. Early detection matters! In honor of breast cancer awareness month, we are running a basket raffle through October 31st. All proceeds, which...
Making sense of Medicare’s parts
It’s easy to get a bit mixed up by the many parts and features of Medicare. This lets you see, at a glance, the major coverage options, called parts, and some of their more significant aspects. Use it to help you think about what level and combination of coverage...
19th Annual Corning Inc. Golf Tournament: Supporting United Way of the Southern Tier
We were honored to sponsor the 19th Annual Corning Incorporated Golf Tournament in support of the United Way of the Southern Tier.