News and Commentary
Recent Updates
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November 12, 2024
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
As we inch closer and closer to the holiday season, gratitude and giving go hand in hand. There are many ways to support your favorite causes with our time, talent, and treasure. If you're considering how your legacy of philanthropy can continue for generations to come, consider a Donor-Advised Fund. In this article, discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more below.
November 05, 2024
401(k) limit increases to $23,500 for 2025, IRA limit remains $7,000 | Internal Revenue Service
Two weeks ago the IRS released its tax brackets for 2025. This past week they released the changes to the contributions limits for 401(k)s and other retirement accounts. Additionally, they provided guidance on the phase out ranges and earnings limits for certain contributions.
Get more specific information here: https://www.irs.gov/newsroom/401k-limit-increases-to-23500-for-2025-ira-limit-remains-7000#:~:text=The%20annual%20contribution%20limit%20for%20employees%20who%20participate,on%20annual%20contributions%20to%20an%20IRA%20remains%20%247%2C000.
October 23, 2024
Estate Planning for Procrastinators
In honor of National Estate Planning Awareness Week, we're sharing a few strategies that even those who haven't given much thought to Estate Planning yet can get behind. Remember, it's better late than never when it comes to creating your estate planning documents. Get started with the list linked below and if you'd like to sit down and discuss how estate planning connects with your overall financial picture, please connect with us!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
