[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping our clients abreast of these developments. The SECURE...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text][/vc_column_text][vc_column_text][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="30"][vc_column_text]With the start of the new year, we want to discuss a topic that will likely garner attention throughout 2024 – the potential sunsetting of the Tax Cuts and Jobs...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text][/vc_column_text][vc_empty_space height="30"][vc_empty_space height="20"][vc_column_text]While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text][/vc_column_text][vc_empty_space height="30"][vc_column_text] How the SECURE 2.0 Act Changed 529 Plans [/vc_column_text][vc_empty_space height="20"][vc_column_text] Changes to 529 Plans in the SECURE 2.0 Act [/vc_column_text][vc_empty_space height="20"][vc_column_text]The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text][/vc_column_text][vc_empty_space height="30"][vc_column_text] Health Savings Accounts: Pros, Cons, and Retirement Considerations [/vc_column_text][vc_column_text]What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes. One popular tool that can be used in estate strategies...

  Have you heard about that new Postcard-sized Tax Return? Kelly Phillips Erb, aka @taxgirl, gives us a first look in Here's How The New Postcard-Sized 1040 Differs From Your Current Tax Return. Yes, the new 1040 is smaller but it comes with at least...