California Privacy Notice

…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,…

Financial Planning

3 Important Financial Planning Considerations for Women

…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/…

Family wants more information on how to establish a private foundation

Financial Planning

Establishing a Private Foundation

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…

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Financial Planning

SECURE 2.0 Passes

…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…

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Investing

4 Keys to 401(k) Success

…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…

Internal Revenue Service Sign

Taxes

IRS Announces Retirement Plan Limits for 2023

…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…

Financial Planning

How Much Should You Budget for Healthcare in Retirement?

…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…

 

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