Want to download C.H. Dean’s quick reference guide? Click below! 2025 COLA Each year, the Internal Revenue Service (IRS) adjusts various financial limits to account for inflation and cost-of-living changes. These adjustments impact employer-sponsored retirement plans, individual... Read More
Short On Time? Here’s a Quick Summary: Eligibility and Contributions: A Roth IRA can be set up for teens with earned income, with contributions limited to their income and up to the annual maximum ($7,000 in the example provided). Contributions... Read More
Short On Time? Here’s a Quick Summary: Children from Previous Marriages: Simple wills may unintentionally overlook children from previous marriages, especially if all assets are left to the surviving spouse, who could later change the will. Disparity in Assets: When... Read More
Have you heard about the new IRS requirement that may impact your business? Beneficial Ownership Information (BOI) Reporting Established by the Corporate Transparency Act in 2021, this new reporting mandate is designed to help U.S. law enforcement combat money... Read More
Short On Time? Here’s a Quick Summary: Four 401(k) Key Considerations: When leaving a job, individuals can leave their 401(k) with their previous employer, transfer it to their new employer’s plan, roll it over into a traditional IRA, or cash... Read More
Short On Time? Here’s a Quick Summary: Initial Retirement Spending: New retirees may spend more initially, but spending tends to decrease over the years. For example, average annual spending drops from $70,570 for households headed by 55-64 year-olds to $52,141... Read More
We’re thrilled to share that Doug Leach, our mid-Cap Strategy Portfolio Manager, has been selected as the Domestic Mid-Cap Equity Emerging Manager of the Year! This recognition underscores Doug’s exceptional skill within the Mid-Cap Space. Join us in congratulating Doug... Read More
When building one’s financial and estate plan, there are many instances where the creation of a trust or trusts is desirable. Trusts can be useful to manage and protect assets, ensure assets are distributed according to one’s wishes, avoid the... Read More