Tag Archives: estate
2012 tax changes and contribution limits
EMPLOYER RETIREMENT PLANS Participants in employer retirement plans such as 401ks and 403bs will be able to contribute an extra $500 as the limit moves up to $17,000 in 2012. Catch-up contributions, allowed above the $17,000 level for people over … Continue reading
Will.I.Need
With apologies, to WILL.I.AM, the singer for the Black Eyed Peas, this article is about an issue that we often identify when we speak to folks about their personal financial situation: they usually don’t have an up-to-date will. Everyone should … Continue reading
The Critical Role of Life Insurance in Financial Planning
As comprehensive wealth managers, we believe that protecting risks through insurance is a foundational element of a financial plan. Investments are important and draw most of our ongoing focus, but without insurance, savings and investments can be lost. As author … Continue reading
