If you’ve been watching the news lately, you might be feeling uneasy. With new tariffs and stock market swings creating uncertainty, it’s completely understandable to have questions. If you’re wondering how long this will last and what it means for your financial future, you’re not alone.
We’ve been having these same conversations with clients, and we want you to know—we
Solo 401(k) plans offer owner-only businesses an excellent way to save for retirement with high contribution limits and tax advantages. However, maintaining compliance with these plans is essential to avoid costly penalties and ensure long-term benefits. Whether you choose to manage the plan yourself or hire professional assistance, understanding the basics is key.
To help, we collaborated with Keith Dunn,
Market fluctuations can feel unnerving, especially when planning for retirement or managing your financial future. However, understanding the history of volatility in both stocks and bonds—what’s normal and what’s not—can help you make informed decisions with confidence. Drawing insights from City National Rochdale analysts, let’s unpack why stock market volatility is a normal part of investing and why recent bond
As we enter 2025, the economic landscape is evolving with key developments in inflation, interest rates, the job market, and new tariff policies that have entered the conversation. If you’re curious about how these topics affect might affect your financial plan, this update is for you.
Here’s a glimpse of what we discuss:
The start of the year is a great time to step back and make sure your financial plan is organized and up-to-date. Just like an annual health check-up, reviewing key areas of your finances—goals, taxes, and investments—ensures you’re positioned to make informed decisions throughout the year. This checklist will help you start strong and make sure your wealth is aligned
Worried you missed your chance to reduce your income taxes for 2024? Fortunately, you still have a variety of ways to knock down your tax bill before you file your taxes for last year. Here are four strategies to consider:
As you navigate the financial landscape this year, staying informed about key tax updates is essential. To make things easier, we’ve prepared this concise guide, providing you with the latest tax rates, deductions, and other important figures at a glance. Whether you’re planning for retirement, managing investments, or exploring tax-efficient strategies, this resource is designed to support your financial goals.
Many successful business owners share a common story: they have the ability to generate substantial revenue and grow their business, but they struggle to hold onto that wealth over time. High income doesn’t automatically mean high savings or a sustainable legacy. With challenges like taxes, reinvesting without a clear strategy, or a lack of structured financial planning, the journey from
With the new year comes increased retirement plan contribution limits, offering more opportunities to save for the future. Here’s what you need to know for 2025.
401(k)s and 403(b)s
In 2025, you can defer up to $23,500 from your salary, with a total maximum contribution from all sources reaching $70,000, including employer matching and profit-sharing contributions. If you’re 50 or
We’re excited to share our Q4 2024 Market Update! In this video, we cover the most pressing economic trends and market themes to watch as we wrap up the year. If you’re curious about what’s happening with inflation, interest rates, or how the market may respond during an election year, this update is for you.
Here’s a glimpse of what