School of Saving and Investing

If you have a large estate, federal estate taxes – and in some cases state estate taxes – can reduce the inheritance you planned to leave.

Required Minimum Distributions are minimum withdrawals that must be taken from retirement accounts once you reach a certain age.

There are so many different types of retirement accounts, it can be difficult to keep track. This handy guide makes it easy.

Bank failures can be frightening for investors, but there are protections in place to prevent you from losing your funds.

You often must choose between saving for your own retirement or your child’s education. These factors can help you decide.

SmartScreen™ ensures that funds included in our clients’ portfolios meet our high standards.

The SECURE Act 2.0 passed in late December. This legislation includes many changes that could impact your retirement plan.

Individual Retirement Accounts [IRAs] – referred to as retirement ‘arrangements’ by the IRS – can be an easy, flexible way to increase retirement savings and lower your tax bill. This year, you can contribute more to these types of plans. Incorporate the new, higher limits into your financial plan as soon as possible to make… Read more »

Next year, the maximum 401(k) contribution will increase. Incorporate this change into your retirement plan as soon as possible.