If you’re 50+ and want to make catch-up contributions to your employer-sponsored retirement plan, this article includes details on a SECURE 2.0 Act change that may affect how those contributions are made beginning in 2026. Starting January 1, 2026,...
Make your giving more meaningful, strategic, and impactful this season—and beyond. The Spirit of the Season The holidays inspire us to reflect, connect, and give back. Whether you’re writing a check, donating food or items, or volunteering your time, thoughtful...
10 Time-Sensitive Steps to Review Before January 1 Before the year ends, it’s worth taking a moment to make sure your finances are in good shape. From taxes and retirement contributions to charitable giving and insurance, a few thoughtful steps now can make a...
How much will a comfortable retirement cost you? You may already have a number in mind, but the reality is often higher than expected. The good news: with thoughtful planning, you can prepare for the expenses that tend to catch retirees off guard. Here are a...
Retirement isn’t just an age or a date circled on the calendar—it’s the beginning of a new chapter. For some, it means travel and adventure; for others, it’s about slowing down, pursuing passions, or spending time with family. Whatever your vision, the key is having a...
As students sharpen pencils and parents stock up on school supplies, it’s a natural time to think beyond the classroom—to the future. Whether your child is just starting kindergarten or already in high school, the back-to-school season is a smart time to revisit your...
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