Procrastinate No More: Why an Updated Will and Estate Plan are Crucial
Let’s talk about the elephant in the room: estate planning. It’s not exactly everyone’s favorite topic, but it’s crucial. Without an updated will and estate plan, your loved ones could face unnecessary stress and uncertainty in the event of...
Restylement: Crafting a New Chapter in Life
Restylement represents a shift from simply stepping out of the workforce after a certain age to intentionally crafting a new chapter in one’s life that aligns with personal well-being, passions, and purpose. It’s not just a phase of life; it’s a lifestyle choice.
Colorado Secure Savings Program
What is it: Colorado General Assembly passed a law requiring certain employers to have a retirement plan in place or use the Colorado Secure Savings Program. Who: Colorado employers with 5 employees or more. Those with current 401k or other qualified savings plans...
2023 Retirement Plan Updates from IRS
The IRS just announced increases to retirement plan contributions for 2023. We will see some large increases, much due to the high level of inflation. Below are the increases per the IRS for 2023: The IRS allows a “catch up” contribution of an additional $1,000 to...