New Year – New Information to Know – What’s New in 2o25 401(k) and IRA contribution information to know in 2025 so you can make your adjustments early. Super Catch-Up Contribution in 401(k)’s In 2025, the rules of catch-up contributions in 401(k)s will change for the better for people between the ages of 60 to […]
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Retirement Seen Through Your Eyes For some 2025 may be the year of retirement. If this applies to you, have you taken a moment to look ahead and assess what that could mean for you and your family? Now is the time to prepare by asking yourself some pointed questions like those listed in this
Retirement Planning – Setting Goals Read More »
It is essential to review your estate planning documents every couple of years or when life events change. Not all circumstances require amendments or modifications to your current documents; however, it is always good to look over your directions, appointments and pre-determined plans. If nothing else, it is a good exercise to remind yourself of
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Year-End Financial Checklist As the end of the year is fast approaching, now is a suitable time to review the last-minute things you need to address and the goals you want to pursue. In this article 5 questions to ask your financial advisor before year-end, it discusses how small changes to your financial plan before
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We are very excited to share the news that we are a proud sponsor of the Thanksgiving Day Race in Cincinnati this year! As part of our 40th Anniversary Celebration of giving back to the community, we are sponsoring and organizing a walking/running team with as many of our clients as possible. Come wobble with
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Social Security is an important economic benefit for women across the United States. In fact, more than half (55%) of all people receiving benefits from Social Security are women. This is particularly important as we consider the financial futures of our female clients. In general, women tend to live longer than men, have historically had
4 Social Security Tips for Women – Wealth Planning Corporation Read More »
