Our belief is that Trump Accounts are likely a great opportunity for those children born after January 1, 2025, who qualify for the free seed money. For other children, and any additional savings beyond the free $1,000, we feel there are better ways to save that provide either additional tax benefit, like 529 College Savings [...]
The second quarter of 2025 presented a dynamic market environment.
A gift my mother gave me was prepaying and planning her funeral.
So what makes a good family meeting?
Patricia Bennett of Longevity Planning is an expert in long-term care insurance and Medicare.
Spring is here. It is one of my favorite times of year.
Q1 2024 DWA Market Slides
Click the link to view the 2024 Contribution Limits & Tax Reference.
Happy New Year! January is not only a typical time for us to reflect on the previous year and fine tune our goals, it is Financial Wellness month. Financial Wellness isn’t tied to the amount of money we have, it has to do with how we feel about our financial life. The most [...]
The SECURE 2.0 Act, which was passed in December 2022, made a significant change to the IRS catch-up contribution rules. The catch-up contribution allows those aged 50 and above to contribute an additional $7,500 to an employer-sponsored pre-tax retirement plan.
