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Wealth Management
Posted: 01.30.2024
Business Ownership Insights: Corporate Transparency Act By Doug Warren, JD; Trust Officer   Summary: The Corporate Transparency Act (CTA), effective January 1, 2024, impacts millions of…
Posted: 11.30.2023
Plan Sponsor Update – 2024 Retirement & Employee Benefit Plan Limits The Internal Revenue Service released 2024 cost-of-living adjustments for dollar limitations on benefits and contributions.…
Posted: 10.12.2023
That Time of Year By Ronald Glenn, M.A., CFP®
Posted: 10.02.2023
Estate-Planning Tools: Transfer on Death Instrument   By Doug Warren, JD The Illinois Real Estate Transfer on Death Instrument Act (755 ILCS 27/1 et seq.) has been in existence for a…
Posted: 07.31.2023
By Doug Warren, JD Most Americans give to charity on a regular basis. What many Americans may not realize is that their charitable donations are not receiving the same tax benefits that they once…
Posted: 07.11.2023
By Patricia Fong, JD, CTFA, CAP®   SUMMARY:  Charitable giving is a great way to help save on income taxes, maximize your impact on a charitable legacy you hold dear to your heart,…
Posted: 05.02.2023
Will a Nursing Home Take All My Assets? By Doug Warren, JD A concern we frequently hear goes something like this: “If I ever go into a nursing home, they’re going to take all my assets!” While…
Posted: 04.06.2023
By Patricia Fong, JD, CTFA, CAP®   SUMMARY:  A giving legacy can help fulfill your philanthropic goals.   OUR PERSPECTIVE: Many of us think that only people like Warren…
Posted: 01.30.2023
by David Allen, JD   1. Requires auto-enrollment in 401(k) plans Most employers starting new workplace retirement savings plans will be required to automatically enroll employees in the…
Posted: 01.18.2023
By Chris LaPorta, CTFA, AFIM Senior Portfolio Manager   What is FTX?
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