Our Thoughts
News
Tom Mallini
January 28, 2025
Investing
6 Practical Ways to Generate Income in Retirement
Retirement is a time to enjoy the results of your hard work, but deciding how to turn your savings into steady income can feel challenging.
John Abernethy
January 7, 2025
Investing
529 College Savings Plans
Do you have leftover funds in a 529 plan account? Education savings plans are excellent tools for tax-advantaged savings for college. Previously, withdrawals from a
Lia Bertelson
November 14, 2024
News
2025 Contribution Limits
Last Friday the IRS announced a few increases to retirement plan contribution limits for 2025: For employees who participate in 401(k), 403(b), governmental 457 plans,
Lia Bertelson
November 5, 2024
Investing
Tom’s Q3 Economic Update
In last quarter’s report we looked at economic growth, interest rates, and the probability of a recession versus a soft landing. The good news is
Tom Mallini
October 15, 2024
Insurance
It’s Open Enrollment Time!
It is that time of the year again when many companies have their open enrollment period for group benefits. We’d like to be there to
Jud Mallini
September 26, 2024