We’re making progress, albeit slowly, in the renovation of our new building. As we somewhat expected, we have been playing the waiting game a bit for plans and permits and discovered some unexpected work. It has taken time for the engineers to sort out all the details...
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option. Passed in December 2022, the SECURE Act 2.0 includes a comprehensive set of provisions intended to help many Americans and employers with retirement...
When you bid your 9-to-5 adieu, how do you plan to spend your time? You’ve made a financial plan for retirement, but what about a fun plan? According to an article by The Senior, “Your Retirement | Don’t be a bored Baby Boomer,” two in three people enter retirement...
These versatile savings accounts might be the estate planning vehicle you need to learn about. Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of...
Tax season is a prime chance for fraudsters to make their move. Learn how to recognize some key strategies to watch out for. Tax season is rife with opportunists who use a multitude of nefarious tactics to get you to part with your money. Increasingly sophisticated,...
Here’s another delicious recipe shared by our own Sophia Whitney. Inspired by Sophia’s Italian heritage, the simple, flavorful ingredients make this an easy dish to make on a weeknight. Ingredients Shredded Cabbage (bagged if available) 1-2 cups Chicken Broth (or...
