Blog

As the year winds down begin considering your year-end resolutions. The goal-setting process allows you to reflect thoughtfully on the past year and set meaningful, achievable goals for the year ahead.

The Federal Reserve has a dual directive to maximize employment and stabilize prices, and the decision to lower the short-term interest rate will hopefully spur personal and business spending. What impact does a rate cut have on the stock market?

Quickly access annual retirement plan limits and other tax figures throughout the year using this handy reference guide. It covers most IRS and Social Security figures for 2025.

Read insights from "The Dumb Things Smart People Do with Their Money " by Jill Schlesinger discussed during the Fall 2024 Women's Financial "Book" Club. Discussion questions available for download.

Medicare Part B Premiums are set to rise 5.9% in 2025. High-income earners beware of the tax torpedo.

To simplify your year-end tax planning efforts and minimize your tax liability, we recommend a quick review of your Required Minimum Distributions, charitable contributions (including Qualified Charitable Distributions), 529 Plan contributions, and other tax-advantaged retirement contributions.

The Founder of Dimensional shares the importance—in politics and investing—in being able to separate the meaningful information from the noise.

In October 2024, the Social Security Administration and the IRS released the inflation adjustments for Tax Year 2025. Review this information to understand how these changes will affect your financial plan.

Before naming a trust as the beneficiary of an IRA, consider the pros, cons, and complexities of doing so. Trusts can provide control over your assets after death, but with a cost and legal complexities.

A review of 3rd quarter global market returns.