2025 Retirement Contribution Limits
The 2025 contribution limits for retirement plans are now live! Check out the chart for key differences from 2024.
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Explore the Potential of Charitable Trusts
Are you looking to make a lasting impact while also reaping potential tax benefits? Charitable trusts could be your answer!
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Year-End Charitable Giving Strategies to Consider
As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…
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Turn Your RMDs into Charitable Donations
High Net Worth & Ultra High Net Worth individuals can leverage advanced strategies to maximize charitable impact while optimizing tax benefits!
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5 Reasons to Rethink Financial Wellness
Starting a financial wellness program can help increase employee productivity and lessen presenteeism.
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Social Security Benefits Are Projected To Rise 2.5% In 2025
Social Security and SSI benefits for more than 72.5 million Americans will increase 2.5% in January 2025.
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How Sustainable Investing Combines Profit with Purpose
As you near retirement, you may start considering the legacy you’ll leave behind. Consider sustainable investing, which offers a way to leave a positive impact while accumulating wealth.
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Understanding Qualified Charitable Distributions (QCDs)
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Here are some factors to consider with QCDs and how they’ve changed based on recent legislation, such as the SECURE…
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5 Financial Steps Before Starting Your Home Search
Doing some financial housekeeping before purchasing a home can pay dividends in the long run, especially if you’re attempting to buy in a competitive market.
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Voice of Business – Worcester Regional Chamber of Commerce Interview
Vincenzo Palmerino gave a spectacular interview on the Worcester Regional Chamber of Commerce’s radio show, the Voice of Business!
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Business Succession Planning
Business owners often prioritize daily operations and growth, neglecting the critical issue of succession planning. This whitepaper explores the importance of business succession planning, outlines essential steps to create a comprehensive plan, and emphasizes the need for proactive measures to ensure business continuity.
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Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.
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Student Loans: What Can You Do with These Things?
The first step in deciding how to approach your student loans is to understand what you have. Take a look at some common differentiators in this article.
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Medicare Open Enrollment Begins With Key Changes Ahead
Medicare open enrollment has begun, and reviewing your coverage is crucial because this year brings significant changes.
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IRS 2025 Tax Brackets
The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start thinking ahead. The top rate remains 37%, but remember that 2017’s Tax Cuts and Jobs Act expires at the…
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Strategies for Balancing Family and Financial Security
Striking the right work-life balance is crucial for avoiding burnout, reducing stress, and nurturing relationships. Here are 10 strategies that balance family and financial security!
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Tax Implications for Charitable Trust
Balancing philanthropic goals with financial planning can be a complex yet rewarding endeavor. One strategy that has gained popularity among those looking to make a lasting impact, while potentially reaping tax benefits, is the charitable trust. This article will explore the concept of charitable trusts, their potential advantages and disadvantages, and factors to consider when…
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Giving Back in Retirement
Retirement doesn’t mean the end of giving back! Explore alternative ways to stay active and engaged in your community without breaking the bank.
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October 2024 Market Outlook
Take a look into the current state of the market as of October 2024!
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Make Your Mark Through Sustainable Investing
As retirement approaches, consider leaving a legacy by investing in companies that drive positive change for society and the planet.
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A Quick Guide to Socially Responsible Investing
Imagine not only growing your wealth but also contributing to a healthier planet, promoting social justice, and encouraging ethical business practices. It might not be a concept you’ve explored, but it’s entirely possible-and it’s becoming more and more common. This approach is referred to as socially responsible investing (SRI). It’s an increasingly popular investment philosophy…
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4 Steps to Protecting a Child with Disabilities
Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special needs, that cost can more than triple. If you’re the parent of a child with special needs, it’s vital to ensure your child will continue to be provided for after you’re gone. It…
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Protect the MVP from Disability
As a business owner, you are crucial to your business’s success. Protect your income and business with disability income insurance.
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Tips for Getting the Most Benefit from a 529 Plan
Looking to save on future college costs? Consider a 529 plan!
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401(k) vs. IRA: What You Should Know
Most people have at least heard of two prevalent types of retirement plans: the 401(k) and the IRA. Deciding which is appropriate for you, however, is another story. Having a basic understanding of these two types of retirement accounts, along with their potential advantages and drawbacks, can equip you to make more informed decisions about…
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