Our Thoughts
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. Many retirees experience stress and
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 529 plan for any reason
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, and the federal government’s Thrift
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 that the most recent economic
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 assist you as you make