Planning Ahead
A gift my mother gave me was prepaying and planning her funeral.
Family Meetings
So what makes a good family meeting?
Transitioning to Medicare: The Retirement Healthcare Challenge
Patricia Bennett of Longevity Planning is an expert in long-term care insurance and Medicare.
Happy Spring! Plan Ahead…
Spring is here. It is one of my favorite times of year.
Q1 2024 DWA Investment Update
Q1 2024 DWA Market Slides
2024 Contribution Limits & Tax Reference
Click the link to view the 2024 Contribution Limits & Tax Reference.
Happy New Year and Happy Financial Wellness Month!
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 [...]
Stock & Bond Returns During Election Years
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.
Q4 2023 DWA Investment Update
Click the link to view the Q4 2023 DWA Investment Update.
Q3 2023 Market Slides
Click the link to view the Q3 2023 Market Slides.