Posts by Catherine Buck
Why it almost NEVER makes sense to Contribute After Tax Dollars to an IRA
Written by: Martin Shields, CFP®, AIF® In 2024, you can contribute $7,000 annually to a Traditional IRA and if you are 50 and over you can contribute an additional $1,000. The primary way to contribute to a Traditional IRA is through pre-tax contributions. Pretax contributions are a powerful way to save for retirement because they…
Read MoreQ2 2024 Market Update
Striking the Right Balance Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here 2024 First Half Update Recently, I’ve been thinking about the word nuance as it relates to the markets given some of the recent volatility we’ve seen these past few weeks. Headlines are an easy way to sell the news, and…
Read MoreRonald McDonald House Charities of the Capital Region
Scott, Katie, Andrea, Shelley, and Nicole volunteered to make dinner for the Ronald McDonald House (RMH) on Tuesday. The group prepared a “make your own” taco-Tuesday buffet for the families staying at the house. The RMH provides a warm and comforting home away from home when a child is facing serious medical issues. The…
Read MoreCapital Region Chamber WBC: Navigating Emotional Intelligence Luncheon
Katie, Nicole, and Jamie attended the Women’s Business Council (WBC) luncheon this week. It was a networking and interactive skills workshop where teams discussed emotional awareness and resulting emotional action scenarios. The event was designed for leaders and aspiring professionals to enhance leadership skills and tools to foster stronger teams within your organization. The…
Read MoreArtificial Intelligence – The Engine to Drive Growth in the Markets and the Economy
Written by: Martin Shields, CFP®, AIF® Since the start of 2023 it has become clear that the beginning of Artificial Intelligence’s (AI) role in the economy is upon us. Just as .com became part of every earnings call in the late 1990s, AI has taken that role in today’s earning calls. The company that…
Read MoreNow You Too Can Expect Fiduciary Guidance on Your Retirement!
Written by: Nicole Gobel CPA, CDFA Is your advisor a fiduciary? Do you know whether the advice you’re being given around retirement is in your best interest? A new Department of Labor rule was recently released that aims to protect many more individuals from conflicts of interest. What is a fiduciary? How has the…
Read MoreSocial Security Planning: Understanding and Planning Around Benefit Reductions
Written By: Catherine (Katie) Buck We will cover: What is social security? Social Security Planning Benefit Reductions Social Security The Social Security Bill was signed into law on August 14th, 1935 by Franklin D. Roosevelt. The benefits for retired workers were designed to prevent dependency and entitle retirees to some form of…
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