Financial Services & Wealth Management News
November 8, 2022

Duncan Financial Group Acquires Joseph Keppel & Son Insurance Agency

Duncan Financial Group Acquires Joseph Keppel & Son Insurance Agency Acquisition bolsters Duncan Financial Group’s insurance platform while providing new opportunities for financial services IRWIN, Pennsylvania […]
October 28, 2022

Mid-November Means Open Enrollment Time

Mid-November Means Open Enrollment Time Reviewing your benefit choices will maximize your employment benefits Open enrollment for employee benefits kicks off this month. While you plan […]
October 28, 2022

IRS Increases 401(k) Limit By Record Amounts

IRS Increases 401(k) Limit By Record Amounts As inflation soars, you can now save a lot more for your retirement On October 21st, the Internal Revenue […]
October 28, 2022

IRS Adjusts Tax Brackets to Account for Inflation

IRS Adjusts Tax Brackets to Account for Inflation Shifts in tax brackets as well as the standard deduction slated for 2024 On October 18, 2022, the […]
October 28, 2022

What the Mid-Terms Might Do to the Stock Market

What the Mid-Terms Might Do to the Stock Market The S&P 500 does best when one party controls Congress and the WH too The 2022 Midterm […]
October 28, 2022

Strategies for Balancing Family and Financial Security

Strategies for Balancing Family and Financial Security Having the right work-life balance is a key factor in fighting burnout, lowering stress levels, and maintaining strong relationships […]