The SECURE 2.0 Act, passed in Dec 2022, brings key amendments to retirement savings. From matching student loan payments to new early withdrawal exceptions, and the introduction of emergency savings accounts – 2024 is seeing significant shifts.
The Federal Reserve’s interest rate decisions shape the economy, and the FOMC meetings could influence your borrowing and investing choices in 2024.
Unlock financial clarity with our 2024 Annual Limits Relating to Financial Planning quick reference sheet! Your comprehensive guide to the numbers that matter.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s performance during 2023 and look ahead to what trends we may see in 2024. The Analysts also take a closer look at the dollar’s strength and where we fit in the global economy.
Invest in your child’s bright future in 2024! We explain why 529 plans are more flexible than ever, and why you should consider a 529 plan for tax-free education savings.
Beware this holiday season! While gift cards top wish lists, scammers are on the prowl. Protect your festive cheer from these grinches.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline.
Before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for both 2022—2023 and 2023—2024.
The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts even provide a variety of tax benefits.
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.
