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Are You Making the Most of Super Catch-Up Contributions?
The SECURE Act 2.0 has introduced catch-up contribution choices for those aged 50+, designed to help boost your retirement savings. These enhanced catch-up provisions are available if you're participating in workplace retirement plans...
Read MoreClient Letter | Another Strong Year for Stocks | January 8, 2025
Stocks had another very strong year in 2024. In fact, 2024 marked the first time the S&P 500 has enjoyed a +20% gain in back-to-back years since 1997–98. Last year didn’t start out so optimistically though. The list of worries among...
Read MoreWhy use a financial advisor
Financial planner’s careers have morphed since 2008 from brokers on Wall Street who cold called and sold stocks for big commissions. Now, most financial planners are financial educators, that focus on investment education through...
Read MoreWhat is a financial plan
A financial plan is a very generic concept that can be as simple as putting credits and debits on a sheet of paper and trying to match up cash flow, or, as complex as putting together an estate plan to avoid losing a business built up...
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