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Yearly Archives: 2023

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  2. 2023

My spouse passed away—what filing status should I claim?

Blog, Divorce/Loss of Spouse, TaxBy Editorial TeamJanuary 4, 2023

If you lost your spouse in 2022, you’re probably looking to rebuild and move forward in 2023. However, you still have 2022’s tax returns to tackle with several filing status choices to choose from.

SECURE 2.0 Act Will Increase the Savings Potential for Many

Case Study, Featured, Nearing Retirement, RetirementBy Editorial TeamJanuary 3, 2023

Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to discuss the SECURE Act 2.0 and the changes the act will bring to retirement accounts.

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