Scott Hendrix, AIF®
Wealth Manager and Accredited Investment Fiduciary® at Current Investments
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Some key limits for retirement account savers are higher in 2024.
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Scott Hendrix, AIF®
Wealth Manager and Accredited Investment Fiduciary® at Current Investments
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The IRS has announced certain relief and guidance for RMDs for 2024.
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Scott Hendrix, AIF®
Wealth Manager and Accredited Investment Fiduciary® at Current Investments
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Though inflation has come down from record highs, it's proving sticky in a range above 3%. If your cash savings are earning less than that, the future purchasing power of your money is eroding.
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Scott Hendrix, AIF®
Wealth Manager and Accredited Investment Fiduciary® at Current Investments
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The SECURE Act had significant impacts on inherited IRAs.
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Scott Hendrix, AIF®
Wealth Manager and Accredited Investment Fiduciary® at Current Investments
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Here’s what you will and won’t get automatically if your flight gets canceled now—and later this year when new rules take effect.
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Scott Hendrix, AIF®
Wealth Manager and Accredited Investment Fiduciary® at Current Investments
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A look inside Roblox from Entrepreneur. The video game just hit a record number of users — and an all-time high of hours played, and about 60% are under 16 years old.
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Scott Hendrix, AIF®
Wealth Manager and Accredited Investment Fiduciary® at Current Investments
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Show me, don't tell me—it's the new mantra for the stock markets. The recent price volatility, which saw market-leading stocks tumble, has changed investor sentiment just as earnings season is accelerating and putting a question mark over stock valuations.
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Scott Hendrix, AIF®
Wealth Manager and Accredited Investment Fiduciary® at Current Investments
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If your work or lifestyle relies on access to a car, acquiring your next car can be stressful given today’s interest rate landscape and recent inflation.
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Scott Hendrix, AIF®
Wealth Manager and Accredited Investment Fiduciary® at Current Investments
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Consumer expectations for inflation in the year ahead rose, while those for income fell in the latest monthly survey by the Federal Reserve Bank of New York.
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Scott Hendrix, AIF®
Wealth Manager and Accredited Investment Fiduciary® at Current Investments
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You may want to keep your business in the family, as opposed to selling it to an outside party or another business. If this is your plan, you should be aware of some of the issues that can contribute to the success or the failure of the business as it is transferred to the successor generation. Some of the issues revolve around personality and control, while others have to do with your potential need for future income and the demands it can place on the business. Insight, planning, and open discussion can contribute to the successful transfer and continuation of the family business.
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