New and Noteworthy
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The Secure 2.0 Act ✔️ Planning ChecklistRecommended Articles/Guides for FREE Download
What Issues Should I Consider Regarding Changes Made By The Secure Act 2.0?
- Through these serious of questions, organized by effective date, you can consider which parts of The Secure Act 2.0 may impact your decision-making.
What Issues Should I Consider When Dealing With High Inflation?
- Ask yourself these questions as it pertains to cash flow, assets, debt and taxes?
What Issues Should I Consider When Starting Out Financially?
- Evaluate your financial needs with this questionnaire organized by topic and interspersed with helpful tips and next steps.
How to buy I Bonds from the US Treasury?
- Go to the Treasury Direct website (www.treasurydirect.gov) and download these step-by-step instructions.
Time, not timing, is the best way to capitalize on stock market gains
- Gain perspective on stock market performance and resilience throughout its history.
What Issues Should I Consider During a Market Correction?
- Utilize this handy checklist to evaluate potential cash flow, asset/debt, and tax planning issues that may arise during market instability and require a conversation with one of our advisors.
- Quick access to the most referenced tax rate schedules, tax tables, standard deductions, retirement plan contribution limits, and required minimum distribution factors.
- Understand where your federal tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare.
What Issues Should I Consider in the New Year?
- Utilize this handy checklist to evaluate potential changes that may affect your financial landscape and require a conversation with one of our advisors.
On the Mark Article - Meme Stocks
- Learn more about the meme stock mania.
History of Tax Hikes and Market Impact
- Learn more about how tax increases and other economic factors affect markets.
Keeping Calm During Market Volatility
- Perspective on market performance over the long term and how that might impact short-term decisions.
Recommended Books
If you would like a copy, ask your advisor.

Financial Peace - by Dave Ramsey
An FCG favorite! Dave Ramsey's New York Times best-selling guide to better living through financial security, now completely revised and updated.
In this new edition of Financial Peace, Ramsey has updated his tactics and philosophy to show even more readers: how to get out of debt and stay out the KISS rule of investing—"Keep It Simple, Stupid," how to use the principle of contentment to guide financial decision making, and how the flow of money can revolutionize relationships
With practical and easy to follow methods and personal anecdotes, Financial Peace is the road map to personal control, financial security, a new, vital family dynamic, and lifetime peace.

The Power of Zero - by David McKnight
If you’re like most Americans, you’ve saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. But what happens when tax rates go up? How much of your hard-earned money will you really get to keep? Unless you can accurately predict what tax rates will be when you take those dollars out, you have no idea how much of that money is really yours.
So what’s the solution? The zero percent tax bracket. Why? Because if tax rates double, two times zero is still zero.
How to get to the 0% tax bracket and transform your retirement.

Tax-Free Income for Life - by David McKnight
American retirees face a looming crisis. We are living longer than ever before, and most experts predict a dramatic rise in tax rates within the next ten years. The hard truth is that no matter how much you save, you are likely to outlive your money or watch it be taxed into oblivion. But when traditional retirement distribution strategies won't provide sufficient income in the face of higher taxes, what can you do?
A step-by-step plan for a secure retirement.

The New Retirement Savings Time Bomb - by Ed Slott
How to take financial control, avoid unnecessary taxes, and combat the latest threats to your retirement savings.
America’s IRA Expert Ed Slott, shows you in clear-cut layman’s terms how to take back control over your retirement savings and your financial future. The ticking tax bomb is coming! But this easy-to-follow guide can help you avoid the latest traps set out by Congress and show you how to structure your retirement savings so you can have more, keep more and make it last, no matter what.