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Retirement

2025 Resolutions: Setting Financial Milestones at Every Life Stage

2025 Resolutions: Setting Financial Milestones at Every Life Stage

The start of a new year is a time for reflection and renewal—a chance to reassess priorities and set fresh goals for the months ahead. While resolutions often center around health or career aspirations, it’s just as important to focus on your financial well-being.

Building a Stronger Retirement Plan for Your Employees

Building a Stronger Retirement Plan for Your Employees

Did you know that even a small percentage in fees can erode an employee’s retirement savings by hundreds of thousands over the course of their career? For employers, this means the fees attached to retirement plans aren’t just an afterthought—they’re a key factor in shaping the financial future of your workforce.

Preserving Wealth Through Lifetime Giving: A Strategic Approach

Preserving Wealth Through Lifetime Giving: A Strategic Approach

Estate planning is a crucial aspect of financial management, especially for individuals with substantial assets. With the ever-changing landscape of tax laws, one effective strategy for preserving wealth and minimizing the burden of federal estate taxes is lifetime giving. This approach not only allows individuals to transfer wealth to their loved ones during their lifetime but also offers significant tax benefits. As we approach the sunset of the Tax Cuts and Jobs Act in 2025, understanding and implementing lifetime gifting is especially important.