Every year around this time the IRS announces contribution limits for the various retirement account types. Below are the maximum contribution...
READ MOREFinancial guidance for college students from a new empty nester
by Diane Klein | Aug 30, 2023 | Next Generation, P&A Articles
A recent article in the Wall Street Journal shed light on financial advice for college students. As a newly designated empty nester who just...
READ MORENext gen money tips
by Trey Pittenger | Jun 7, 2023 | Next Generation, P&A Articles
Earlier this year, we facilitated a client survey with a subset of our client base. One of the resounding desires for many was insights or...
READ MOREI bonds rate set to drop by 38% on May 1st
by Jon Sevenker | May 1, 2023 | Financial Planning, P&A Articles
(This article was updated 5/1/23 from its original version to reflect the change made to the fixed rate component from 0.4% to 0.9%. Further...
READ MORE2023 retirement plan eligibility and contribution limits
by Dan Frost | Apr 28, 2023 | Financial Planning, P&A Articles
As the month of April concludes, tax season is behind us for another year, which means it’s a good time to plan for tax year 2023. One of the...
READ MOREHow to support Give to Lincoln Day with IRA distributions
by Jon Sevenker | Apr 3, 2023 | Charitable Giving, P&A Articles
Since many of our clients have ties to Lincoln, we are passing along information about Give to Lincoln Day and how to utilize an IRA to fund...
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