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January 23, 2025
Your Social Security Benefits after Repeal of the WEP/GPO
On January 6th, the Social Security Fairness Act was signed into law. It repeals two targeted programs that limited benefits for a small subset of Americans, all of whom spent part of their working life as public employees, whether for a federal, state, or local government entity that did not pay into Social Security. If […]
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December 11, 2024
2025 Retirement Plan Updates
Stay ahead in your retirement planning with the latest updates for 2025. Notable changes, including increased contribution limits and unique opportunities for those in their early 60s, can significantly impact your strategy. Regularly reviewing your retirement accounts is essential for optimizing your financial picture. Contribution Limits Updated Phase-Out Ranges Year-End Retirement Planning Best Practices For […]
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November 20, 2024
2024 Year-End Planning
As we approach the end of the year, it’s essential to finalize key action items to maximize your tax efficiency and optimize your financial plan. Review the key points below, and reach out to your wealth consultant to ensure you are well-prepared for 2025. Please note that processing times at Charles Schwab and other custodians […]
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October 3, 2024
Understanding BOI Reporting Requirements and Penalties: What You Need to Know
Are you an owner in an LLC? If so, there are new reporting requirements you need to know about. In today's financial landscape, the push for transparency is stronger than ever. The U.S. government has introduced new regulations under the Corporate Transparency Act to combat money laundering and tax evasion. Central to these regulations is […]
By: Evergreen Gavekal
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September 20, 2024
How to Get More Out of Your Microsoft Executive Compensation
Microsoft offers employees numerous ways to defer income, save on taxes, and plan for retirement. Understanding the various components of your benefits package is crucial to balancing current cash flow needs with future financial goals. Our wealth consultants are ready to assist you in navigating these benefits and understanding how today's decisions will impact your […]
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September 16, 2024
Stay Current: Easy Steps to Update Your Estate Plan
As your life evolves, so should your estate plan. It's common for people to create their estate plan and then set it aside, but revisiting and updating these documents is essential. An outdated plan, though better than none, can lead to complications when distributing your estate. Keeping your documents up to date ensures your assets […]
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September 11, 2024
More than Just a Will: Understanding Your Estate Plan
Estate planning is often misunderstood as simply drafting a will, but it involves much more. A comprehensive estate plan includes a range of documents that outline who will inherit your assets and who will manage your affairs if you're incapacitated. It’s important to understand the key components of an estate plan, common pitfalls, and why […]
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September 9, 2024
Is Your Estate Plan Up to Date? Essential Questions to Ask
Your estate plan isn't just a set-it-and-forget-it kind of thing. It's like a living, breathing document that evolves with you. Just as your life changes, so too should your estate plan. That’s why it’s crucial to review your will and other documents every 3-5 years to make sure they still reflect your current wishes, as […]
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September 6, 2024
Top Strategies for Medicare Open Enrollment
As we dive into the Medicare Open Enrollment period, it’s a great time to get a handle on your healthcare options. This annual event, running from October 15th to December 7th, is your chance to review, adjust, and potentially enhance your Medicare coverage. For many, navigating through the various plans and changes can be quite […]
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September 5, 2024
The Successful DIY Investor Trifecta
Readers may be surprised to know that in the process of interviewing clients to work with our firm, we often encourage them to continue self-managing their investments. While it is beneficial to any business to onboard more clients, people who are legitimately equipped to do it themselves can have success managing their own portfolio. The […]
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