We’ve compiled a breakdown of SECURE 2.0’s most impactful tax provisions to individual taxpayers
2023 TAX REFERENCE GUIDE
These tax tables are designed to offer a quick summary of tax brackets and taxes for: personal income, capital gains, children, and both employer and personal retirement plans.
Holiday Cocktails with a Twist
We’ve shared some of our favorite holiday recipes with you… now it’s time for our favorite cocktail recipes (with a couple of twists). Happy holidays to all of you and CHEERS to the end of 2020!
Holiday Recipes: Chocolate Chess Pie
From our family to yours… we’re sharing our favorite holiday recipes!
Ingredients:
- 1 ½ cups granulated sugar
- ¼ cup cocoa
- 2 eggs
- 2/3 cup evaporated milk
- 1 tsp. vanilla extract
- Pinch of salt
- 4 tablespoons melted butter
- Pie crust (I use deep dish 9 inch)
Preheat oven to 350 degrees
Whisk together sugar and cocoa powder
Add eggs, evaporated milk, vanilla extract, salt, and butter. Mix well and pour into the pie crust
Bake for 45 minutes. Let pie set and cool completely before serving. I garnish with mini chocolate chips and whipped cream. Christmas calories don’t count!
| Kathryn Blakemore, Administrative Assistant
(photo courtesy of The Spruce Eats)
What the CARES Act Means for Retirement Plan Participants
The Coronavirus Aid, Relief, and Economic Security (CARES) Act offers about $2 trillion in funds to help the nation weather the pandemic. The portions of the law that are particularly relevant to individuals who participate in qualified retirement plans are highlighted in the document linked below.
COVID-19 Financial Tips + Wellness Classes
In the days and weeks ahead, we will be providing content here that hopefully will help you cope financially with the COVID-19 virus. Some will be news updates, some will be planning suggestions, some may just be sayings and stories meant to educate and inform, while also putting a smile on your face…. but all are meant to help us as we navigate this new world. We are all in this together, and together we will get through it.
Capital Markets Review Q1
The U.S. equity market declined 20.9% in the first quarter, posting its worst quarterly performance since the 2008 Global Financial Crisis.