Boost your 401K contribution
Contribution limits for your 401k/403b have increased for 2023. Take advantage of boosting your retirement savings.
The smart way to donate
The tax code includes several incentives to encourage us to donate to charities which allows you to stretch your donations even further.
Identity theft incidents on the rise
With an incident occurring every 22 seconds, 33% of Americans have faced some form of identity theft at some point in their lives.
A historical view of recession
The U.S. has experienced two consecutive quarters of negative GDP growth in 2022 but the NBER has yet to call our current condition a recession.
SAFE Haven of Racine receives 2022 Client Appreciation Donation
SAFE Haven of Racine receives 2022 Client Appreciation Donation Charitable donations made on behalf of our clients has become a popular and widely appreciated practice. Given that COVID precautions led us to cancel our annual large-scale, in-person client appreciation events for the past few years, we donated sizeable funds to charitable organizations in lieu of…
October 2022 update on market conditions
Earlier in October we sent a communication to our clients describing some of the current conditions that are having an impact on the financial markets.
Savings account interest rates on the rise
In 2022 savings account interest rates have increased to the point where they are paying significantly more than checking accounts.
Celebrating financial independence
As we celebrated our country’s independence this month, thinking about our own personal financial independence is worth pondering too.
The bear has returned to Wall Street
The bear is not a welcome visitor to the U.S. stock market, but nonetheless he has returned for what we hope is a short stay.
Interest rate risk explained
Besides understanding how rising interest rates affect the value of your bonds which increases the likelihood of sticking with your investment strategy, consider owning shorter term bonds which are less sensitive to interest rates.