Welcome to the
MoneyAdvice@Work® Newsletter!
The MoneyAdvice@Work® Newsletter is a quarterly resource that brings
you industry insights, updates on upcoming education events, and an
independent perspective from your Francis Investment Counsel advisors.
Can the U.S. Stay King of the Hill?
The dollar remains the world’s reserve currency affording the United States the near-term ability to print and spend money at a torrid pace. How long can this last? Join this class for a discussion about potential effects of recent economic stimulus programs. This webinar will be broadcast live on Tuesday, July 26, 2022 at 12:00pm (CT) and 4:30pm (CT). Register today!
Catch-Up on the
Capital Markets
We all know that investing can be a wild ride. It’s difficult to keep track of everything that’s going on in the marketplace. Here’s your chance to catch up. Click here to review this quarter’s market headlines.
Brookfield expert says investors must keep an eye on their portfolios as Russia's war in Ukraine drags on
The impact of Russia’s invasion of Ukraine has had a profound impact on the global capital markets. Explore the investment issues that long-term investors should consider in this market environment. Read the full article here.
I maxed out my 401(k) this year at work ($20,500). I have a Roth IRA. I was told I can add $6,000 extra to that account as well. Is that true?
You were told correctly. The 401(k) and IRA limits are separate, so you can max out both. The only limiting factor is potentially the income limit on the Roth IRA. If you file taxes as a single individual, Roth contribution limits are reduced starting at $129,000 of Modified Adjusted Gross Income. If you file Married/Filing Jointly, the phase-out begins at $204,000.
Have a question you’d like us to answer? Submit it here.
IN CASE YOU MISSED IT…
We get it – we know you’re busy. That’s why we created the Monthly Minute. These short articles bring you practical money tips that you can read fast. Here’s your chance to re-cap the past quarter’s Monthly Minutes.
January
Check Out Our 2022 Webinars
Registration for our 2022 webinars is in full-swing! As always, we’ll cover a variety of financial topics. Unable to attend the live presentation? Every webinar will also be recorded and posted on our website as soon as possible after the original livestream, so you won’t miss a thing.
February
Old Cars and Emergency Funds
Saving for retirement can be difficult, especially when emergencies get in the way. But, is there a way to save for both at the same time? Click here to learn more.
March
What the Russia Ukraine War May Mean for the Capital Markets
As the war in Ukraine continues, there are key areas to monitor in order to make informed decisions about your money. Click here to learn more.
What is MoneyAdvice@Work®?
You work hard for your employer – and your employer is committed to you! That’s why they sponsor MoneyAdvice@Work®. This employee benefit ensures that you and your family receive the money help that you need, all from a conflict-free, sales free advisor – Francis Investment Counsel. They’re here to help you with personalized money advice. Click here to schedule a remote session.
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