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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 [...]
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Market Update August 2024: Rocky with a Hint of Smoothness
What a wild month of August we are witnessing. From panic selling on Monday, August 5 to a solid rebound since then, investors are feeling the whipsaw action of [...]
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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 [...]
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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 [...]
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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 [...]
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Market Update June 2024: Sold Down the River
If you were tuned into the financial talking heads at the very beginning of the year (Market Update: Year Ahead 2024), the big focus was on estimating how many [...]
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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 [...]
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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 [...]
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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 [...]
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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 [...]
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October 1, 2024
