Happy New Year! Here's our first Roundup of 2023. We hope you find this collection of articles informative and helpful.
15 charts explaining an extreme year for investors (Morningstar). Places to hide were few in 2022.
Why markets were down in 2022 (Ben Carlson, A Wealth of Common Sense). "The pendulum almost always swings too far in both directions."
Your investing strategy just failed. It's time to double down. (Jason Zweig, The Wall Street Journal). The 60/40 portfolio took a beating in 2022. But don't count it out.
It's time to boost 401(k) contributions for 2023: 'You're smart to jump on this,' says advisor (CNBC). Limits are higher than last year, so take advantage if you can.
The 401(k) and IRA changes to consider after Congress revised many retirement laws (Wall Street Journal via Fidelity). Among the changes is another increase in the age threshold for required minimum distributions (RMDs).
2023 financial planning New Year's checklist (Elliott Appel). A helpful guide to doing those important financial tasks we tend to put off.
Ten words for 2023 (Jonathan Clements, Humble Dollar). Words to live by.
You may get extra time to spend unused 2022 funds in your flex spending account. What to know about the rules (CNBC). Many people with employer-sponsored flexible spending accounts leave money on the table. Don't be one of them.
Getting results — and money — when airlines cancel flights (Wall Street Journal). "Here's what travelers need to know about their rights...and how to get reimbursed."
Homeowners spent up to $6,000 on average on repairs and maintenance in 2022. Here's how to keep those costs down (CNBC). Advice: "Consider putting at least 1% of your home's value aside each year to cover maintenance and repair costs."
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