Every December 8th marks National Health Savings Account Day, a timely occasion to shed light on an often-underappreciated financial tool for retirement planning. Regrettably, Health Savings Accounts...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
While Black Friday and Cyber Monday may primarily evoke images of frenzied shoppers and discounted goods, savvy investors understand that these annual shopping bonanzas can be informative indicators...
By Anthony M. Corrao | CFP® Financial Planning Director
Partner
National Day of Giving takes place every year on the Tuesday after Thanksgiving and as the year draws to a close, many individuals and organizations engage in year-end planning to optimize their...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
In the realm of personal finance, individuals have a range of tools to secure their financial future. Annuities, which are essentially contracts with insurance companies, are one tool gaining...
By Richard D. Bernard | MBA, CFP®Financial Advisor
Government Pensions
The Rules governing Required Minimum Distributions (RMDs) have been a moving target over the past several years. The SECURE Act of 2019, SECURE Act 2.0, and several related IRS decisions made...
By Shawn J. McCabe | CPA/PFS, CFP®, MSA, MBACPAlliance™ Director
PARTNER
Employer-Sponsored Retirement Plans | 401k Plans In 2024, the annual contribution limits for 401(k) plans, will be $23,000 for individuals under 50 years of age. Those aged 50 and older have the...
Starting with a 401(k) and maximizing your contributions, can feel like standing at the edge of a vast financial landscape; however, with a bit of knowledge and guidance, your journey can be both...
After reading our last article, you’re familiar with the basics of what a 401(k) is and how powerful it can be, but how does it all come together? How does that deduction from your paycheck turn into...
Ever feel like financial security is a puzzle you're trying to solve? If your employer offers a 401(k), this is one of the most important pieces of this puzzle—your personal key to unlocking a future...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
In the constantly evolving tapestry of today's economy, predictions for growth and inflation are as diverse as they are uncertain. From the brightest forecasts to the bleakest outlooks, we delve into...
