Resources

These resources are informational pieces only and should not be considered a solicitation nor should any action be based solely on them. The information contained in this section has been obtained from sources believed to be reliable but are not necessarily complete and the accuracy cannot be guaranteed.

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Recent Articles

Monthly Economic Update: December 2022

Monthly Economic Update: December 2022

In this month’s recap: Stocks surge higher as Fed Chair Powell confirms the Fed is prepared to ease up on future interest rate hikes. Monthly Economic Update Presented by Brower Financial Group, December 2022 U.S. Markets Stocks surged higher in November on rising...

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New Retirement Contribution Limits for 2023

New Retirement Contribution Limits for 2023

Near-record levels. Provided by Brower Financial Group The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels....

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Monthly Economic Update: November 2022

Monthly Economic Update: November 2022

In this month’s recap: Stocks posted big gains in October as “old economy” names reported solid earnings while mega-cap techs struggled. Monthly Economic Update Presented by Brower Financial Group, November 2022 U.S. Markets Stocks posted big gains in October,...

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Should We Reconsider What “Retirement” Means?

Should We Reconsider What “Retirement” Means?

The notion that we separate from work in our sixties may have to go. Provided by Brower Financial Group An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT...

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Monthly Economic Update: October 2022

Monthly Economic Update: October 2022

In this month’s recap: Stocks dropped as rising bond yields, and recession fears pushed investors to the sidelines. Monthly Economic Update Presented by Brower Financial Group, October 2022 U.S. Markets Stocks trended lower in September as investors retreated in the...

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End-of-the-Year Money Moves

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2022. Provided by Brower Financial Group What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That's one...

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Monthly Economic Update: September 2022

Monthly Economic Update: September 2022

In this month’s recap: Stocks dropped on renewed fears of higher rates and economic weakening, coupled with some tough talk by the Fed chair.   Monthly Economic Update Presented by Brower Financial Group, September 2022 U.S. Markets Renewed fears of higher rates and...

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What Happens When There Are No Beneficiaries?

What Happens When There Are No Beneficiaries?

Where do those accounts and policies end up? Provided by Brower Financial Group Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances, it is a choice. What...

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Monthly Economic Update: August 2022

Monthly Economic Update: August 2022

In this month’s recap: Stocks surge on receding inflation and recession worries, and better-than-expected second-quarter earnings. Monthly Economic Update Presented by Brower Financial Group, August 2022 U.S. Markets Stocks posted big numbers in July, erasing some of...

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Required Minimum Distributions 101

Required Minimum Distributions 101

Understanding mandatory retirement account withdrawals. Provided by Brower Financial Group If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they are called, from one or more of your retirement...

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Financial Glossary