Are You Prepared for a Disaster?

Are You Prepared for a Disaster? Nora Smith, Information Services Manager This Holiday season, so many of us are watching the news helplessly as the fires rage in California and thousands have been forced to leave their homes. The ongoing natural disaster in the West comes on the heels of a horrific Hurricane season that [...]

By | 2017-12-20T10:25:21+00:00 December 12th, 2017|Family, Financial Planning, Investment Management, Legacy, Retirement, Starting Out|

IRS Contribution Limit Changes for 2018

What do these changes mean for you and your retirement savings plan? Lynda Tull, Associate Advisor The IRS has announced new contribution limits for retirement savings accounts which include 401K, 403B, and most 456 plans. Changes to income limits for IRA contribution deductibility and new contribution limits for Health Savings Accounts (HSAs) have also been [...]

By | 2017-11-21T14:32:48+00:00 November 17th, 2017|Family, Financial Planning, Retirement, Tax Planning & Preparation|