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,...
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...
When the market drops, some investors lose the perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it’s a good time to review common terms that are used to describe the market’s downward momentum....
We know the market has experienced some volatility lately, which may provoke some anxiety when you open your most recent statement. It can be hard to stomach seeing some red in your account! But don’t be alarmed – changes in value are typical and expected when...
In 2022, many investors turned to U.S. Treasury I-Bonds as a safe and attractive option when inflation rates were soaring. At that time, these bonds were offering an interest rate of around 9%, making them a popular choice for individuals looking to protect their...
IRS Issues Guidance on Withdrawals for Domestic Abuse Victims In late June, the IRS issued a notice providing critical guidance on early withdrawal penalty exemptions under the SECURE 2.0 Act. The law includes significant provisions for individuals experiencing...
