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We are pleased to announce that our team was recently named to the Forbes 2026 Best-In-State Wealth Management Teams list! We're grateful for this recognition and would not receive it without the trust and support of our clients. https://www.forbes.com/lists/wealth-management-teams-best-in-state/
New IRS Rules for 2026 Will Allow You to Contribute More to Your 401(k) and IRA
The 2026 retirement contribution limits have arrived! Every financial plan for 2026 should account for the new contribution ceilings for retirement accounts. Our year-end meetings cover the importance of maximizing retirement contributions when possible and adjusting current contribution levels as necessary. Here is the essential information you need to adjust your savings strategy: 401(k), 403(b), 457 Plans: $24,500 + $8,000 for ages 50+ IRA (Traditional and Roth): $7,500 + $1,100 for ages 50+ Contact us today if you need assistance updating your contributions!
Read MoreHonoring those who served this Veterans Day. Thank you for your dedicated service to our nation!