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Weekly Wealth of Knowledge - Week of 4/5/22

April 06, 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. April kicks off "financial literacy" month at MONECO. All month long we will be providing you content on the importance of spending, savings, budgeting and investing and how you can empower yourself and family members to better understand financial strategies and topics.

In this issue:

       • House Passes Secure Act 2.0 (3 min read)
       • Spring Cleaning Your Finances (2 min read)
       • The History Of Financial Literacy Month (4 min read)

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House Passes Secure Act 2.0

As a follow up to the Secure Act that was initially passed in 2019, the House recently passed version 2.0, as it looks to become law if the Senate follows suit. The bill has several important features that will help folks better save for retirement. One of the highlights will require employers to set up a retirement plan for employees.  Read below to find out the other benefits and how they may impact you and your families. If we can help answer any questions, do not hesitate to give us a call. 

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Spring Cleaning Your Finances

Well it looks like spring has finally sprung and it is the perfect time of year to do some spring cleaning on your finances. The below checklist is a great way to assist you in getting organized and what areas of your overall financial picture you should be focusing on. In addition, it will help you assess what has been working and what areas of your financial life you may want to make some changes to. 

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The History Of Financial Literacy Month

April is Financial Literacy month here at MONECO, as well as around the U.S. What is financial literacy and how can you improve your understanding of it? Below you will find a brief history of how April represents the topic, its history, as well as some interesting facts and figures that you and your families could benefit from in regards to your overall financial plan. As always, if we can help in any way, give us a call.

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

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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