Blogs
What Employers Should Know About 401(k) Vesting Schedules
401(k) plans are essential in attracting and retaining top talent. A recent survey found that 88% of employees consider a 401(k) plan a must-have benefit when evaluating job opportunities. Employers m
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Social Security Fairness Act: A New Era for Retirees
Why the Social Security Fairness Act Matters The Social Security Fairness Act, signed into law on January 5, 2025, marks a pivotal moment for many American retirees. This long-awaited reform come
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Tax-Efficient Wealth Transfer After a Business Sale
Tax-Efficient Wealth Transfer After a Business Sale You Sold Your Business for $20M—Now What?Selling a business is a milestone, but what comes next is just as important: How do you structure your wea
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The Backdoor Roth IRA: A Smart Strategy for High Earners
The Backdoor Roth IRA: A Smart Strategy for High Earners If you’ve been told you make too much money to contribute to a Roth IRA, you’re not alone. Roth IRAs are one of the best tools for tax-free g
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Presidents and Their Money: Surprising Financial Lessons from U.S. Leaders
Presidents and Their Money: Surprising Financial Lessons from U.S. Leaders Presidents’ Day is a time to reflect on the leaders who have shaped America—but let’s talk about something we don’t often hea
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Understanding the Estate Tax Exemption Sunsetting in 2026
The Current Landscape: Maximizing Estate Gifts Right now in 2025, individuals have the advantage of a lifetime estate and gift tax exemption of approximately $13.99 million. This means substantial ta
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The Importance of 401(k) Matching for Employers
The evolving landscape of workplace benefits has seen a surge in modern perks like pet-friendly offices and on-site gyms. However, traditional benefits, such as retirement plans, continue to hold
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Life Insurance Insights: Trends and Gaps in 2025
As we venture into 2025, understanding life insurance trends becomes crucial for anyone looking to protect their family's future and secure financial peace of mind. Updated statistics provide vital
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Understanding & Managing Rising Long-Term Care Costs
As we age, the likelihood of needing long-term care increases, making it crucial to plan ahead financially. With rising long-term care costs, it is more important than ever to ensure that you are prep
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