SGWP Newsletters
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Roth-style Catch-up Contributions Won’t be Mandated Until 2026, not 2024
A law that was scheduled to take effect next year now gives more flexibility to older workers trying to decide how to plan their retirement savings.
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AI- The Future of Labor And Your Investments?
Some say the next Labor Revolution will be AI. How is AI expected to impact the future of labor? AI, short for “artificial intelligence,” has the potential to have a huge impact on all aspects of our lives.
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Smart Money Moves For Climate Change
Meteorologists say this summer was the hottest on record and 2023, straining businesses and threatening power grids.
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Fear of Running Out of Money
If you have anxiety about running out of money for retirement you are not alone, recent data from Northwestern Mutual reveals that 43% of Americans cite outliving savings as a major retirement concern.
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Managing Student Loan Anxiety
The more than 40 million borrowers who would have qualified for the Biden Administration's debt relief program which was struck down in the courts may be feeling financial anxiety.
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The Future of AI - What We’ll Need to Figure Out
In April PwC US announced plans to invest $1B over the next three years to expand and scale its artificial intelligence (AI) offerings.
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Retirement$ - What is Your Magic Number?
If you think one million dollars will be enough to retire you’d better think again. According to the latest Northwestern survey, Americans believe they will need $1.27 million to retire comfortably.
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Have you Done your Estate Planning?
You started this year with the best of intentions, but life happens... is it time to do a mid year financial check?
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Equality & Hope for the Future
The second sentence in the Declaration of Independence says it all: that all people are created equally and have rights that include life, liberty, and the pursuit of happiness.
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Freedom - Meaning Behind JUNETEENTH
The freedom of African Americans from slavery in the U.S. in 1865 is celebrated on June 19. Juneteenth commemorates the day in 1865 when enslaved people of Texas learned slavery had been abolished and that they were free.
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June is Pride Month!
Celebrate Love and Equality: June is Pride Month!
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Father's Day
Father's Day is attributed to Sonora Dodd, one of six children raised by her single father, William Smart. Sonora’s mother died in childbirth, and she began to think about everything her father had done for her growing up.
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100 Days of Trading
The S&P 500 Index has gained 8.1% (excluding dividends) through the first 100 trading days
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Money Moves During economic Uncertainty
💸The debt ceiling has been in the headlines a lot lately, but what is it? It is the maximum amount of money that the United States government can borrow to pay its bills.
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Mental Health Awareness
Younger people are more stressed about money, with 82 percent of Generation Zers (ages 18 to 25) and 81 percent of millennials (ages 26 to 43) reporting that money is a significant source of stress.
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Enhance Your Credit Health, Self-Worth and Save!
Building your financial literacy and credit health not only gives you financial freedom but also helps you save money on hidden costs, and improve your self-worth.
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Tips on Avoiding College Debt
Are you planning college visits with your high school senior this Spring but not sure whether you have enough money saved for their education?
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Have You Done a Credit Checkup Lately?
If you plan to make a big purchase in 2023 such as buying a home, car, or getting a new credit card, you will have more options if you have a good credit score.