Resources
Resources
SECURE Act 2.0: Big Changes to Retirement Savings Plans and Benefits
As 2022 closed, Congress passed the SECURE Act 2.0, a wide-ranging initiative designed to help American employers establish retirement savings programs and help workers prepare for retirement. A financial professional can help both plan providers and workers...
January Is Financial Wellness Month, Renew Your Commitment to Financial Wellbeing
Key Takeaways A new year can be a good time to review your financial situation and goals. A Financial Advisor can help you get organized and look forward. Know what you’re working for, ask where you’re going, set goals for this year and beyond. Review everything from...
3 Major Takeaways and Questions from President Joe Biden’s New Student Loan Forgiveness Plan
Currently, 43 million people across the country owe around $1.6 trillion in federal student debt. After speaking about this for months, on August 24, 2022, President Biden announced a plan to forgive some student loan debt. For Pell Grant recipients, the goal is to...
Three Tips for Teaching Kids About Money
How important is the relationship between kids and money? This is a perfect topic for the season since kids are home for summer break. According to the University of Cambridge, money habits in children are formed by the age of 7. During this period, the brain...
Are we in a recession?
Are we in a recession? You might be understandably nervous with so much talk about recession and inflation in the headlines. Recessions can feel like a financial whirlwind, and the S&P 500 having its worst first six months since 1970 doesn’t give us much...
Student Loans – Traditional Repayment Programs
Student loans. When you hear that phrase, what's the first thought that comes to your mind? The student loan crisis in our nation has been constantly and rapidly evolving. These increasingly high rates can cause stress, worry, and frustration for many individuals....
Tax Planning for Dentists: 5 Strategies Most Dentists Overlook
Most dentists that we work with have grown their practices and incomes over the years, even paying off their debts. Additionally, some have been practicing as independent contractors and want to set up and build their own practices. But most of them have one thing in...
The Financial Quarterly: 1st Quarter 2022
A Review of the 1st Quarter of 2022 The first quarter of 2022 was rocky, the worst we’ve seen since 2020.1 Inflation, Russia’s brutal invasion of Ukraine, and concerns about Federal Reserve interest rate hikes all contributed to the volatility and market losses....
Russia Attacks Ukraine: The Financial Impact
The Russia-Ukraine conflict is not new, but it has intensified in the recent weeks. Russia’s latest actions raise the likelihood of sustained military conflict between the two nations. While this recent news may be concerning, SEI has put together a Q&A commentary...
The Financial Quarterly: 4th Quarter 2021
A Review of the 4th Quarter of 2021 Markets delivered exceptional performance in a year that had a little bit of everything: politics, bubbles, meme stocks, inflation, runaway rallies, and sudden drops. Let's take a look at how markets performed last year and...
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