The Impact of Debt Ceiling Issues on the Stock Market: A Closer Look
Posted by Drew Hefflefinger on Fri, 05/12/2023 - 12:01
As the U.S. government periodically reaches its debt ceiling, concerns about its potential impact on the stock market often arise. However, it is crucial to understand that historical data does not support the notion that debt ceiling issues have caused major disruptions in the stock market. In this article, we will delve into the relationship between debt ceiling issues and the stock market, providing evidence to support the notion that these concerns may be overstated.
SECURE ACT 2.0 and 529 College Savings Plans
Posted by Drew Hefflefinger on Mon, 05/01/2023 - 13:55
SECURE Act 2.0 and its changes to 529 College Savings Plans
Medicare Part B Premium Reduction
Posted by Drew Hefflefinger on Tue, 07/13/2021 - 14:40
We are going to share how Medicare enrollees can potentially reduce their Medicare Part B premiums.
Accumulating Wealth: Why Budgets Never Work
Posted by Drew Hefflefinger on Wed, 06/02/2021 - 15:52
Over my ten-year career helping people build wealth, one thing is clear; budgets do not work.
BAE System’s Hierarchy of Retirement Savings for High-Income Earners
Posted by Drew Hefflefinger on Wed, 03/31/2021 - 15:00
“I’m retired” sounds great – “I retired early” sounds even better.
Saving more, saving faster, and investing efficiently can create this reality. How much to save and how to invest are important, but we must also consider where to save it.
Mega Roth Contributions Through BAE Systems 401(k) Plan
Posted by Drew Hefflefinger on Wed, 03/31/2021 - 14:15
High-earners at BAE Systems have an opportunity to save an additional $20,000 or more into tax-advantaged retirement accounts through the BAE 401(k) Plan. We want to show you another way to secure your retirement.