In late December Congress passed the Consolidate Appropriations Act, which also included the Secure 2.0 Act. Below are a few things that we have pulled from it that we think are worth highlighting.

Amber Shrosbree, CFP®February 10, 2023

2022 Year-In-Review

As inflation pressure begins to ease, the economic outlook for 2023 depends a lot on how much the Federal Reserve further tightens monetary policy.

David K. MacLeod, CFP®, CFAJanuary 20, 2023

Hybrid Long-Term Care – The Best of Both Worlds?

With rising LTC premiums, is a hybrid policy the best solution to protect against potential premium increases in the future?

James I. Moore, CFP®January 20, 2023

PODCAST: The Basics of Personal Financial Planning

Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022.

PODCAST: The Basics of Estate Planning

What are the basics of estate planning? This podcast explains what you need to know. Austin Dillon, an estate planning attorney in Fullerton, California, originally recorded this interview in May of 2022.