Author: Kurt Leeney
Author
Research Proves “You Can Never Have Too Much Money”
When it comes to the age-old debate of whether money can buy happiness, recent research suggests that the answer is a resounding “yes” – and more is... Read more.
60% Of Workers Will Delay Retirement For Lack Of Assets
Goldman Sachs Asset Management’s 2024 annual report on retirement trends paints a concerning picture: more than a third of working baby boomers and half of Gen... Read more.
When Pensions Reduce Social Security Benefits
Many teachers and other public sector employees may be surprised to learn that their retirement benefits could be significantly impacted by what are known as “noncovered... Read more.
Safeguarding Business Assets During Divorce
Divorce proceedings can undoubtedly send shockwaves through a business, but with the right approach, these impacts can be minimized and managed effectively. By deploying... Read more.
Important Considerations Regarding Taxes & Gifting
The Tax Cuts and Jobs Act (TCJA) has introduced substantial changes that savvy clients need to consider for gifting and charitable giving, particularly as we approach... Read more.
2025 Social Security COLA May Be Lowest Since 2021
The latest Consumer Price Index data reveals a slight dip in the projected Social Security cost of living adjustment (COLA) for 2025, from 2.63% to 2.57%, as reported... Read more.
401(k) & IRA Alert: Max contributions rise in 2024
The Internal Revenue Service (IRS) has announced significant increases to the contribution limits for 401(k) plans and individual retirement accounts (IRAs) in 2024.... Read more.
States Contemplate “Mansion Tax” to Fund Affordable Housing
As the affordable housing crisis continues to grip many parts of the country, state and local governments are exploring innovative solutions to generate funding... Read more.
SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Leaving IRA assets to a trust, rather than to individual beneficiaries, can be a strategic move for those looking to exert more control over the distribution of... Read more.
529 College Savings Plans: Better Than Ever in 2024
As college costs continue to rise, it’s more important than ever to have a solid plan in place to finance your child’s education. Fortunately, 529 college... Read more.