RESOURCE LIBRARY

Understanding SSI and SSDI, the implications for Medicaid, and the Medicare eligibility that comes with SSDI are vital for securing one's financial future.

Reviewing the progress and accomplishments of the past year is crucial for understanding our growth, refining our goals, and shaping our path forward. As we look back on some highlights of the last year, we find ourselves grateful for 2023 and everything it brought us.

The fourth quarter posted strong performance results across the securities markets with stocks and bonds rising together on news that the Fed was done raising rates.

As we step into the new year, it's crucial to stay informed about the annual limits that govern various aspects of financial planning. The year 2024 brings with it a set of updated figures and thresholds that can significantly impact your financial strategies. Here are key annual limits you need to be aware of to make informed decisions and optimize your financial planning for yourself and your loved one with special needs in 2024.

As we approach the dawn of a new year, it's the perfect time to reflect on our financial journey and set meaningful goals that will pave the way for a more secure and prosperous 2024. When considering resolutions for the new year, here are some impactful financial goals to consider...

Laws and Regulations are constantly changing and it’s important to ensure that your financial plan and estate documents are up to date to reflect these changes. When your plan is current, you can rest easy knowing that you are taking advantage of every opportunity available to maximize your resources for you and your family. One of the most recent changes to date occurred just before the end of 2019 when Congress passed, and the President signed a spending bill that included significant changes to retirement savings accounts. Known as the Setting Every Community Up for Retirement Enhancement (SECURE) Act, this legislation changed rules around retirement plans in several key ways.