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    The Long Term Outlook for Inflation Core Wealth Management Abacoa Jupiter Florida Core Wealth Management

    IN YOUR CORNER

    "Successful investors are optimistic about the future but are always prepared for short-term setbacks. That mindset is especially valuable in today’s environment, and we hope it provides some peace of mind that we plan for market downturns before they happen. We remain committed to our investment philosophy and are confident that our approach, coupled with flexibility, ongoing risk management, and diligence will provide the highest likelihood of keeping you on track to reach your long-term goals. "

    - Jackie Goldstick and Todd Schanel

    Secure Act 2.0:  Provisions Affecting ROTH IRA Accounts and What They Mean for You

    By Jackie Goldstick, CFP®February 24, 2023

    There are several provisions in Secure Act 2.0 that relate to ROTH IRAs and ROTH accounts within workplace retirement plans.   ROTH AccountsFirst, as reminder, ROTH…

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    Secure Act 2.0 – Tax Planning Opportunities Related to Delayed Required Minimum Distribution Requirements

    By Jackie Goldstick, CFP® and Taylor Rigler, CFP®February 9, 2023

    Those who reach age 72 in 2023 or beyond now have more time to opportunistically take distributions from their tax-deferred accounts in efforts to minimize…

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    Secure Act 2.0: Changes to Required Minimum Distribution Start Dates

    By Taylor Rigler, CFP®January 31, 2023

    Has your RMD start date been delayed as part of the Secure Act 2.0? The retirement planning landscape has undergone significant changes since Congress was…

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    New Year, New Perspective – 8 Steps to Get you Closer to Financial Freedom

    By Jackie Goldstick, CFP® and Taylor Rigler, CFP®January 20, 2023

    As we embark on a new year, especially after coming off one that was challenging in so many ways (especially from a financial perspective), it…

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    Takeaways from the FTX disaster

    By Jonathon Fernandez-Rubio, FPQP®December 20, 2022

    The rapid collapse and subsequent bankruptcy of FTX, a Bahamas-based cryptocurrency exchange, has consumed mainstream media outlets since mid-November. Many people, both professionals, and next-door-neighbors…

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    2023 Payroll Contribution Limits for Company Retirement Plans

    By Jonathon Fernandez-Rubio, FPQP®November 30, 2022

    The Internal Revenue Service (IRS) has taken notice of the rise of inflation and has adapted by increasing the contribution limits to company retirement plans.…

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    2022-2023 Contribution Limits for Retirement Accounts

    By Jonathon Fernandez-Rubio, FPQP®November 21, 2022

    Inflation has taken a huge toll on Americans and the Internal Revenue Service (IRS) has taken steps to adapt to the increase.   Starting in…

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    Series I-Bonds

    By Jonathon Fernandez-Rubio, FPQP®November 16, 2022

    What is an I-Bond? US Treasury Series I-Bonds (I-Bonds) are inflation-adjusted savings bonds. Interest compounds every six months (May and November), and the rates are…

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      RECENT POSTS
      • Secure Act 2.0:  Provisions Affecting ROTH IRA Accounts and What They Mean for You February 24, 2023
      • Secure Act 2.0 – Tax Planning Opportunities Related to Delayed Required Minimum Distribution Requirements February 9, 2023
      • Secure Act 2.0: Changes to Required Minimum Distribution Start Dates January 31, 2023
      • New Year, New Perspective – 8 Steps to Get you Closer to Financial Freedom January 20, 2023
      • Takeaways from the FTX disaster December 20, 2022
      • 2023 Payroll Contribution Limits for Company Retirement Plans November 30, 2022
      WHAT WE’RE READING

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      MEET OUR TEAM

      Todd Schanel, CFA
      CPA, CFP®
      Principal and Director
      of Investment
      Advisory Services

      Jackie Goldstick Core Wealth Management Jupitert Florida cropped

      Jackie Goldstick,
      CFP®
      Director of Financial
      Planning Services

      CORE WEALTH MANAGEMENT, INC.

      4600 Military Trail, Suite 215 | Jupiter, FL 33458
      Tel: 561-491-0231 | Fax: 561-624-0726 | Website:www.core-wm.com
      Serving All of Palm Beach County including North Palm Beach, West Palm Beach, Palm Beach Gardens and Jupiter.

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