Denali Wealth Management

04/20/2022

The UTSaver 457(B) Deferred Compensation Plan has now added a Roth option! Roth gives you the option to contribute to your retirement plan with after-tax dollars allowing your contributions and earnings to grow tax-free!
#457

04/07/2022

Inverted yield curve panic might be overdone

Yes, a 10-and-2 yield curve inversion has predicted many past recessions. But it's an imprecise signal – and one that leads equity investors astray.

03/23/2022

There has been a lot of talk regarding federal interest rate hikes in the news lately. The first rate hike of a quarter percent occurred last week. Let's see how this may affect you.

03/22/2022

Here's what the Fed's rate hike means for borrowers, savers and homeowners

After holding rates near rock bottom for two years, the Fed is finally boosting its benchmark. Here's what that means for you.

03/14/2022

We will be attending the 15th annual staff Spirit Day! Be sure to stop by the Lincoln Financial table and grab some goodies. See you soon!

02/23/2022

The market is definitely going through some volatile times right now. It's tough trying to get off the emotional rollercoaster and not try to time the market. This is a good time to remind you that it's more important to focus on TIME IN THE MARKET rather then TIMING the market. We'll explain...

02/10/2022

The UT Saver TSA 403(b) plan is available to all faculty and staff members in the UT System. Especially for anyone who wants to shelter away additional retirement savings on top of the Teachers Retirement System (TRS) or the Optional Retirement Program (ORP). We have broken down the 403(b) plan. We're here to answer any questions you may have.

01/19/2022

2022 is here! What are your financial resolutions or goals for this year? If, not here are some popular ones to get you started.

12/08/2021

The recent contribution limit changes for 2022 will allow plan participants to tax-shelter an additional $1,000 for the year.
#457

11/05/2021

This is a good read if you've had any thoughts about how tax laws might change. Find out how tax planning factors into your retirement savings.

We’re experiencing historically low tax rates right now, so what can you do to plan ahead? In the near future, tax planning could become the most important part of your financial plan.

10/21/2021

Over the summer, we got to visit the very place that inspired our name. Alaska!! Here are some photos from our trip 🚁

10/12/2021

What exactly is the saver's credit and do you qualify?

If you make contributions to your IRA or employer-sponsored 401(k) retirement plan, you might be able to take advantage of the saver's credit, also known as the Retirement Savings Contributions...