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The fourth quarter posted strong performance results across the securities markets with stocks and bonds rising together on news that the Fed was done raising rates.

As we approach the dawn of a new year, it's the perfect time to reflect on our financial journey and set meaningful goals that will pave the way for a more secure and prosperous 2024. When considering resolutions for the new year, here are some impactful financial goals to consider...

Inheriting an Individual Retirement Arrangement (IRA) account used to be a straightforward process, but changes in tax laws outlined in the SECURE Act of 2019 have brought some important modifications, especially for “non-spousal” beneficiaries. If you've inherited an IRA or a Roth IRA or you're planning for your beneficiaries, it's crucial to understand the new rules.

Medicare, the federal health insurance program primarily for Americans 65 and older, is a vital lifeline for millions of seniors. It ensures access to essential healthcare services, but it's important to note that it isn't a one-size-fits-all solution. Every year, during Medicare Open Enrollment, beneficiaries have the opportunity to make changes to their coverage to better suit their evolving healthcare needs.

Given the recent headlines around bank failures, now is an excellent time to revisit how your money is protected.

Social Security payments receive an inflation adjustment every year based on the Consumer Price Index (CPI). If inflation continues at current levels over the next 2 months, Social Security recipients will see their monthly check amounts increase by about 9.6% in 2023.