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Welcome to The Financial Resource Group, providing the Resources You need when you need them...
Welcome to The Financial Resource Group, providing the Resources You need when you need them...
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Will you be able to afford nursing home care?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much life insurance would you need to produce a sufficient income stream for your family?