The June 2022 inflation report just came out and the number was 9.1%. A lot higher than was initially anticipated and now you have all the prognosticators in the market and the media coming out and arguing why that is the case. Watch Casey Marx RICP® Discuss The June...
2022 brings new tax and saving changes that could impact your finances. Updates include standard deductions, retirement-plan contributions, estate, and gift tax changes are the federal government’s effort to the American people feel fewer effects of record-high...
Here is a question about your retirement plan and when your investments lose value. Whether it’s your 401(k), IRA, Roth IRA, Rollover IRA, or other financial accounts. It could be stocks, mutual funds, REITs or other investments. How much better off would you be...
Don’t wait until April to start thinking about taxes. Now is the time to start planning for your 2022 taxes. There are several things you can do right now to give yourself a better chance to reduce your tax burden. Our founder Casey Marx spoke with WRTV to share...
I need to share with you misconceptions about retirement planning and how people think of their retirement. Many people have been taught by educators and even financial planners to think of their retirement dollars as a pile of money. For example, you might have...
I was watching a car auction on the TV the other day. One beautiful car after another went over the auction block, some selling for more than $100,000. The commentators kept on referring to the cars as either a driver or a trailer queen. Now for those of you who are...
