Financial Planning

August 2024
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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August 2024
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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July 2024
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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July 2024
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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June 2024
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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June 2024
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 [...]
Read more 401(k) & IRA Alert: Max contributions rise in 2024

May 2024
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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May 2024
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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April 2024
RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan [...]
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April 2024
One Third of Americans Feel Financially Insecure
It’s no secret that financial insecurity is a growing concern among Americans, with a significant number feeling the weight of economic pressures. The [...]
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