News and Commentary

Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 03, 2023
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Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 05, 2023
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Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 02, 2023
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Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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AdvisorHub ranked Sheila S. Shaffer as a Woman Advisor to Watch
Sheila S. Shaffer has been ranked amongst the 25 Women Advisors to Watch by AdvisorHub.
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How our behavioral biases impact investment decision-making (Part I)
A Closer Look at Prospect Theory, Loss Aversion, and Recency Bias
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Sheila Shaffer Named to the 2021 Forbes Top Women Wealth Advisors List
Shaffer Is Recognized for a Fifth Year in a Row by Forbes
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