Forty "W"ritings

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.

Estate planning is the part of the financial planning process where you proactively put a plan in place in the event you become incapacitated or die. Cheery stuff, eh!? Anyone who is interested in making sure their wishes for themselves and their loved ones are carried out should do some level of estate planning.

While it can be tempting to cruise into the holiday season enjoying the spoils of another year gone by don’t forget to do one final check of your financial to-do list to make sure that you are getting everything out of 2022 that you can. Here is a quick list of some end-of-the-year planning tips.

Do you wish you had more control over your health care expenses? A Health Savings Account (HSA) might be able to help.