As we approach the end of the year, it’s the perfect time to reflect on the accomplishments of the past year and focus on the opportunities that lie ahead. It’s also a great time to review your financial plan to ensure it aligns with your goals. Here are some year-end...
As the year winds down it’s easy for spending to ramp up. From travel and celebrations to those endless online deals that pop up in your feed. But even small splurges can add up fast. According to a recent survey by Achieve and Talker Research, 65% of Americans say...
We are proud to announce that one of our advisors, Garrett Rohrbaugh, has been selected for the National Association of Plan Advisors (NAPA) 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list. This designation recognizes Garrett’s outstanding dedication,...
Retirement could often be seen as the “end of the road,” but that idea may not fit everyone. Your retirement could be a new chapter rather than a closing one. While some may choose to move into semi-retirement, mixing part-time work with more free time for their...
Before You Take a Retirement Plan Loan Know the Facts Your retirement plan may allow you to borrow from your account—but before you do, it’s important to understand how it can impact your future savings. Think of it like a U-turn on your savings highway. It could cost...
The IRS has finalized rules under SECURE 2.0 that change how catch-up contributions work for higher-earning employees. Starting January 1, 2026, employees earning above the annual threshold (currently about $145,000, indexed each year) must make their catch-up...
