The Benefits & Drawbacks of Using Community Banks
Large banks have been making big news lately. On the heels of these fresh events, we wanted to talk about the benefits and drawbacks of banking with a local, smaller community bank.
Secure 2.0 - Improving Coverage for Part Time Workers
The SECURE 2.0 Act of 2022 was signed into law on December 29, 2022 and made big changes to accessibility to 401(k) plans for part time workers. Check out our most recent video to see what those changes are.
2022-2023 Social Security Update
2023 will bring the highest social security COLA increase since 1979! We cover the basics of what you need to know about this increase and how it may affect your taxes in the coming year.
Contribution Limits & COLA Updates for 2023
The IRS has announced retirement plan contribution and benefit limits for 2023. We have created a quick reference sheet for you below highlights those limits for each applicable category.
What Are Donor Advised Funds & Bunching (DAFs)?
Did you know there’s a way to grow your charitable donations into potentially even more charitable donations? It’s true! Check out our latest video on Donor Advised Funds (DAF’s) with a brief mention about bunching contributions, which we’ll expand upon more next month.
What is "Faux Financial Planning"?
In the world of financial planning, it can be easy to be charmed by the big, beautiful picture of a comfortable retirement plan that will allow you to do everything you dreamed of in your golden years.
