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…of financing, acquisition or business combination of our company, or all or any portion of our assets, or transfer of all or a portion of our business to another company,…
…of financing, acquisition or business combination of our company, or all or any portion of our assets, or transfer of all or a portion of our business to another company,…
…reputable sources of information you might have access to). The Delta forums on social media have been alive with commentary since the company’s announcement, and the Delta MEC has been…
…are setting you up for a secure financial future. For more information, schedule a call with a member of our team. Footnotes: As of 2022. https://www.payscale.com/research-and-insights/gender-pay-gap/#module-2 https://havenlife.com/blog/life-insurance-statistics-2019-men-and-women/ https://www.bankrate.com/insurance/life-insurance/gender-gap https://www.health.harvard.edu/blog/why-men-often-die-earlier-than-women https://www.ally.com/do-it-right/investing/should-women-invest-differently-than-men/…
Essential Steps and Key Considerations Creating a private foundation is a significant undertaking that requires careful planning, strategic thinking, legal work and compliance oversight. Private foundations, funded by individuals, families…
…years beginning after December 31, 2023. Part-Time Worker Eligibility: Reduces the dual eligibility requirement under which an employee must complete either one year of service (with the 1,000-hour rule) or…
…and other professionals dedicated to helping you achieve your goals. If you’re ready to speak to someone about your unique situation, please schedule a call. Footnotes: https://www.cnbc.com/2021/05/20/fidelity-number-of-401k-millionaires-hits-record-a-year-after-covid.html https://www.fidelity.com/viewpoints/retirement/how-much-money-should-I-save https://www.fidelity.com/viewpoints/retirement/retirement-guidelines https://www.fidelity.com/viewpoints/retirement/spending-in-retirement…
…silver lining is that Social Security beneficiaries are set to receive an 8.7% cost of living adjustment (COLA) in 2023. This figure, which is the largest COLA in more than…
…benefit from defined benefit pension plans $245,000 $265,000 Maximum annual compensation taken into account $305,000 $330,000 Look back year compensation limit for “highly compensated employees” *For 2023 determinations based on…
…your money. Again, that’s creativeplanning.com. And while all of those lessons are fantastic when it comes to us making quality decisions, I want to highlight something Annie Duke talked about…
…the peace of mind. If you’d like help planning for healthcare expenses in retirement, or to discuss any other financial matters, please schedule a call. Footnotes: https://www.plansponsor.com/health-care-retirement-will-cost-average-315000/ https://www.medicare.gov/Pubs/pdf/11579-medicare-costs.pdf https://acl.gov/ltc/basic-needs/how-much-care-will-you-need https://www.singlecare.com/blog/news/long-term-care-statistics…