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Now or Later?

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With a new year comes new resolutions and for savers, new retirement plan contributions.   For 2024, the employee contribution limits are as follows: IRA and Roth IRAs : $7,000 for those  <50 years old, $8,000 for those 50 and older. SIMPLE IRA: $16,000 for those <50 years old, $19,500 for those 50 and

CPI – But Prices Are Still High

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We love hearing from our readers on suggestions for blog topics and most recently received a request to touch on a topic that we as consumers are all feeling – how can consumers weather an environment where higher prices persist and what is the effect of CPI on the economy and interest rates? This is […]

Trick or Treat?

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Happy Halloween! Maybe it’s just me, but I feel as though we have been celebrating this spooky holiday for days and I have been enjoying every moment of it. Festivities started last Friday and have been rocking on ever since, all culminating in tonight’s Trick or Treating for the children. While my days of Trick

There’s Something Wrong with the World Today

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When I realized it was my week to write the blog, I struggled with a topic because my heart is just sad.  The news is scary and tragic, no matter what channel you are on.  We’ve been talking to many of you, our clients, our friends, our peers, and there is just a lot of […]

Everyone needs an Estate Plan

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Happy Estate Planning Week! I’m sure you knew this holiday existed 😄 Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.” The purpose of estate planning is to develop a strategy that will maintain the financial

Ch-Ch-Ch-Ch Changes (to tax rates)

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The first refrain of the song “Changes” by David Bowie contains some surprisingly apt lyrics for probable changes in tax rates:   “Ch-ch-ch-ch-changes. Turn and face the strange. Ch-ch-changes. Don’t want to be a richer man.”   Yes, there are some changes (and maybe even strange ones) coming to the

Growing Old But Not Up

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I am not the biggest fan of Facebook—I do recognize its value and admit to scrolling regularly to see what the rest of the world is up to, but generally I am not a huge contributor.  However, this weekend, Facebook reminded me that two years ago, Milo looked like this: Two short years and 140 […]

Hello Robo?

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High on the list for “Most Annoying Things in Life” for many people is robocalls. They come in several forms, and while all of them are annoying, a few can be downright dangerous. Often, the calls are a solicitation of some kind, but sometimes an actual person is “voice phishing” for your personal information

Celebrate Good Times, C’mon…

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In keeping with the song titles theme that Nathan started a month ago, this weekend was filled with graduation celebrations for many of us.  Despite the gloomy rain, we enjoyed the one we attended yesterday.  Pictures of the graduate from a tiny baby to a high schooler decorated the house, and it was amazing to