Forty "W"ritings

For those over age 70 Qualified Charitable Distributions from your IRA can be a great way to give back, satisfy your required minimum distributions and reduce your taxes.

When we think of financial stress, we often associate it with individuals struggling to make ends meet or facing significant debt. However, financial stress can also affect those with a higher net worth, albeit in different ways. Here we delve into the unique challenges faced by higher net worth individuals, the impacts of financial stress on your well-being and some coping strategies.

For most families, planning and paying for college is one of the most complex and emotionally fraught financial decisions they will ever make.

People often see their financial plans as fixed in stone, when in reality, every good financial plan must be dynamic to allow for course adjustments as your personal goals change and as things around us change.

Sweeping changes for retirement plans were signed into law on December 29, 2022 as part of the Consolidated Appropriations Act. We break down the most important provisions based on whether you are retired or currently working.

By now you have heard of SECURE 2.0 - it's the new law with a whopping 92 provisions, many of which will have an impact on your company 401k plan. We break down what you need to know as plan administrators here.