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FIVE STAR WEALTH MANAGERS AWARD Susan R. Linkous of The Linkous Group, Ltd., received the 2022,
The New Retirement Rules
Highlights of the SECURE Act 2.0 This handy reference guide will tell you what the new rules are and how they're different from the old ones. Nearly all the changes are included: 10-year limit on inherited IRAs No "forced" IRA spending until age 73/75 No more age limits for contributing to an IRA … [Read More...]
Dimensional Ranked No. 1 in Barron’s ‘Best Fund Families of 2022’
We are thrilled to announce the Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. "One of our most important duties as your Fiduciary, is to screen, select and monitor your mutual fund options and managers. Since 2017, we have been closely aligned with Dimensional … Read More...
Dimensional: Two Steps Forward, One Step Back for Investors
With 2023 well underway, we can put 2022 into clear perspective and move on knowing that efficient implementation of investment strategy means we don’t have to try and outguess markets, we simply have to access and participate in them. David Booth has taken the time demonstrate just this in attached piece “2 … Read More...
Key Financial Data, 2023
Download our handy Key Financial Data 2023 reference guide for 2023. Information includes: 2023 Tax Rate Schedule Standard Deductions & Child Tax Credit Tax Rate on Long-Term Capital Gains and Qualified Dividends Net Investment Income Brackets Exemption Amounts for Alternative Minimum Tax Gift … Read More...