During times of uncertainty and market volatility it is prudent for plan participants to “stay the course” and it is also prudent for them to review their investment strategies (e.g., “What is my risk tolerance? When will I retire? When will I need this money?”) to ensure they are on the most appropriate path. See how war and conflict’s throughout history have impacted the stock market in our recent blog.

We’re back with another “Beautifully Frugal” blog by Alexandria Miller – this time focused on another KerberRose Trusted Advisor: Michael Rudolf. Mike has more than 20 years of experience and is KerberRose Wealth Management’s Director of Retirement Plans.

In December of 2022, Congress passed the Consolidated Appropriations Act, 2023 which contains a large section covering retirement in the U.S. referred to as SECURE 2.0. As a reminder, SECURE 2.0 is seen as building upon or enhancing the SECURE Act of 2019.

Read up on Alexandria Miller’s latest Beautifully Frugal blog in which she offers insights on how to utilize a sinking fund, what a ‘no spend month’ looks like, and new ways to challenge yourself.

"Beautifully Frugal" is a new monthly blog in which Alex Miller of KerberRose Wealth Management shares insight she gained during her family’s journey to financial wellness.

This month, Alex provides a blueprint to consider when planning your holiday budget and a few tips you can use to enjoy the holiday season while saving.

"Beautifully Frugal" is a new monthly blog in which Alex Miller of KerberRose Wealth Management shares insight she gained during her family’s journey to financial wellness.

This month, Alex discusses how to achieve more with less when it comes to your grocery budget.

"Beautifully Frugal" is a new monthly blog in which Alex Miller of KerberRose Wealth Management shares insight she gained during her family’s journey to financial wellness.

This month, Alex offers her insight on creating a budget and provides six ways to stick to your budget.

"Beautifully Frugal" is a new monthly blog in which Alex Miller of KerberRose Wealth Management shares insight she gained during her family’s journey to financial wellness.

This month, Alex discusses important things parents should teach their children about money to prime them for a life of financial success.

"Beautifully Frugal" is a new monthly blog in which Alex Miller of KerberRose Wealth Management shares insight she gained during her family’s journey to financial wellness.