Our Thoughts
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
Important Steps for New Adults
We love seeing the pictures of all the college students moving into their dorms and apartments, and we love the bustle of activity. As these new adults leave home (and
Tom’s Economic Update
Last week, two employment reports were released that showed a decline in new hires and an increase in new jobless claims. Markets immediately began a sell-off driven by concerns that
Using RMDs for Charitable Contributions
If you dream of your financial legacy leaving a lasting impact on the world, there’s a way you can make a difference. You can use your Required Minimum Distribution (RMD)