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Weekly Wealth of Knowledge - Week of 2/21/22

February 21, 2022

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. February kicks off "generational planning" month at MONECO, where all month we will be providing you a host of content about transferring wealth to other members of your family and the appropriate strategies and benefits of doing so.

In this issue:

       • New Retirement Legislation On The Horizon (4 min read)
       • U.S. Retail Sales Race To Record High (2 min read)
       • Make a Plan for Your Parents' Care (2 min read)
       • BONUS: Markets Webinar - 2022 Themes & Challenges

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New Retirement Legislation On The Horizon

Last year, the House Ways and Means Committee unanimously passed landmark retirement legislation that provides significant new savings opportunities. Highlights of this legislation, which is expected to be up for a full House vote in February or March 2022, are listed below. As always, if you have any questions on how this proposed legislation could impact your long term financial plan, do not hesitate to give us a call.

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U.S. Retail Sales Race To Record High

U.S. retail sales increased by the most in 10 months in January, lifting the level of sales to a record high amid a surge in purchases of motor vehicles and other goods, but higher prices could limit the boost to economic growth this quarter. This is another sign that the supply chain challenges that have impacted the economy over the past year, could be easing. 

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Make a Plan for Your Parents' Care

We have all heard the saying that the time to plan for something, is before it actually happens. This holds true when it comes to caring for elderly parents as well. Although many siblings feel they can provide any needed care on their own, this can be a daunting task in reality, when combined with holding down a job and caring for a family at the same time. Having a plan B is always a good idea and the time to get one in place is now.  The team here at MONECO can help provide guidance and clarity, so do not hesitate to reach out to your advisor to discuss, we are always here to help!

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Markets Webinar - 2022 Themes & Challenges

MONECO Advisors is excited to invite you to join us on March 3rd, as we partner with J.P. Morgan to highlight the key themes and challenges impacting our current market environment. This will include discussion on the current interest rate environment and what could be on the horizon, as well as the economy emerging from the pandemic, the job market and much more. Further explanation will be offered on how these themes could impact your portfolio in 2022 and beyond.

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JP Morgan is not affiliated with LPL Financial or MONECO Advisors.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.