MCF is pleased to announce it has been named to the Kentucky Chamber of Commerce’s Best Places to Work in Kentucky - Small Business Category. This is the fifth straight year that MCF has been honored by the Kentucky Chamber of Commerce in their "Best Place to Work in Kentucky" list.
Join Dave Harris as he reflects on the first few months of 2023, the series of events and volatility of 2022 that resulted in an inflection point, and importantly, what Dave expects to come next.
MCF is pleased to share that Andy Sathe, MBA, CLU, CFP®, Sr. Financial Advisor, has been awarded by Five Star as a top Wealth Manager of 2022. This award recognizes select winners in over 40 markets across the country for their knowledge, experience, and commitment to client service.
The significant retirement legislative package known as “SECURE 2.0” was passed on December 23, 2022 as part of the 2022 omnibus appropriations bill. The legislation is an important step forward in providing more Americans with greater retirement security. Within its 350+ pages of legislative text, the SECURE 2.0 includes 92 provisions, aimed at expanding retirement coverage and increasing retirement savings, preserving income, and simplifying and clarifying retirement plan rules. We share our 9 Key Takeaways.
In late fall, the Internal Revenue Service (IRS) released adjusted income tax brackets for the 2023 tax year. The 7.1% adjustment to the brackets was one of the biggest we have seen in decades. These adjustments added thousands of dollars to most of the marginal tax brackets, which could mean more money in your pockets come tax filing time.