Spring into financial transparency
The time following Valentine's Day has always served as a reminder that Spring is on the way. The days are getting longer, the birds and the bees are doing their thing, and people everywhere are thinking about future travel and...Read More
Celebrating Women Who Tell Our Stories
March is Women's History Month, a time to recognize the remarkable contributions of women throughout history. This year's theme is "Celebrating Women Who Tell Our Stories," We're honored to share a few examples of women who continue to...Read More
Words of Wisdom from Warren Buffett
The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...Read More
Inflation Is Trending Lower. Now What?
The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...Read More
The Biggest Bowl Game of the Year
As the biggest sporting event of the year approaches, football fans all over the nation (including us) are gearing up for the Big Game on Sunday, February 12, at 6:30 PM ET.For many, Sunday means a day of tasty tailgating and...Read More
Celebrating Black Wealth Builders Throughout History
In celebration of the achievements of Black Americans and their integral role in our nation’s history, here are eight Black wealth builders we believe should be remembered. These individuals deserve recognition for their...Read More
Five Savings Secrets
Are you saving for the future?People often come to me asking for financial guidance. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure how to save. If...Read More
Social Security 2023 COLA Increase Kicks In
While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries will see an 8.7% increase to help offset...Read More
SECURE Act 2.0 Passed in Final Days of 2022
Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...Read More
Outlook 2023: What's Next for Interest Rates?
What does the bond market know that the Fed isn’t telling us?Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. But in the table below, you can see that...Read More
Keeping it in Perspective
It’s easy to get excited reading the news. With all of the storm and stress of the last few years, it’s only natural to react to each ping of our phone’s news apps with a deep sigh and a cynical “what...Read More
New Changes to the Taxation of Real Estate
Based upon a new California tax case decision, scheduled federal tax law sunset provisions, and a new City of Los Angeles transfer tax enacted in the just concluded November 2022 election, new changes are coming to the taxation of real e...Read More
"Unretiring" To Stay in the Game
Knowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away!These athletes thought they were ready for retirement but...Read More
New Retirement Contribution Limits for 2023
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.Individual Retirement...Read More
What’s the Fed’s Master Plan?
Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...Read More
How 401(k) Changes Affect Coverage for Part-Time Employees
From independent contractors to gig workers to freelancers — a growing number of organizations rely on part-time employees to get the job done. In fact, as of March 2022 there were around 25.9 million people employed on a...Read More
SECURE 2.0 Raises the Required Minimum Distribution Age — And Some Questions
Organizations that offer their employees 401(k) and 403(b) plans may want to keep track of key legislative changes looming on the horizon. Recently, the House of Representatives introduced a bipartisan bill designed to help more...Read More
Optimistic Sign In a Fear-Filled Market?
The Fed Plans for Higher Rates
2022 Contribution Limits
StoneKimbro Featured In Advisor's Magazine: It' All About Our Clients!
California Ponders Long-Term Care Legislation Enacted in Washington State
Most people are aware that long-term care costs are rising dramatically Coupled with people generally living longer, many are struggling with how to finance long-term care in the highly likely event that we will need it later in life....Read More
Attracting Top Talent with a 457(b) Plan
Ask any HR Director, and they’ll tell you there’s a talent war going on. Non-profit organizations are not exempt. In the quest to attract, recruit, and retain top-tier leadership in today’s competitive hiring...Read More
Confused about non-profit executive compensation? You’re not alone.
Evaluating Your Executive Compensation Ideally, your mission is the main reason top-tier talent are drawn to your non-profit organization. But when it comes to recruiting and retaining high-performing executives, non-profits find...Read More
Socially Responsible Investments in Retirement Plans
Social responsibility is integral to your organization’s mission. But what about financial responsibility? As organizations strive to balance the desire to do good with the need to perform well, they’re starting to take a...Read More
A Reality Check about Post-Retirement Healthcare Costs
Americans are living longer, and that’s great news. Extended lifespans, however, can also come with added anxiety, as people begin to ask themselves: “Who will take care of me when I’m older? And how will I pay for...Read More