News and Commentary

IRS Increases Retirement Plan Contribution, Eligibility Limits for 2023 By Olga Ismail


Posted on December 28, 2022 by Olga Ismail

IRS Announces Inflation-Adjustments for 2023 Tax Rates By Scott Montgomery


Posted on December 21, 2022 by Scott Montgomery

Relatable Finance Podcast Episode 115: Too Good To Be True


Posted on December 13, 2022 by

Relatable Finance Podcast Episode 113: Pursuit of Happiness


Posted on November 08, 2022 by

Relatable Finance Podcast Epsiode 112: Impact of Fed Rate Hikes on the Global Economy


Posted on October 25, 2022 by

UPDATED Investing is no Place for Emotions and Knee-Jerk Reactions By Scott Montgomery, CLU, ChFC


Posted on October 20, 2022 by Scott Montgomery

UPDATED The Reality of Investing: A Look into Behavioral Finance By Shane Phillips, CFA, CAIA, CFP ®


Posted on October 04, 2022 by Shane Phillips