Written by Neesha Crawford, Senior Associate, Wealth Management

The Social Security Fairness Act

The Social Security Fairness Act was signed into law on January 5, 2025. In this article we’ll break down the changes, eligibility, and potential challenges that lie ahead. What is […]

1.31.25

Written by Courtney E. Stephenson, Senior Associate, Wealth Management

2025 Tax Reference Guide

As we enter 2025, it is important to stay updated on information, whether you’re a business owner, an employee, planning for retirement or a retiree. Below are some frequently used […]

1.3.25

Written by Brandon M. Kinney, Wealth Management Associate

Is Selling Your Business to an ESOP Right for You?

As many baby boomer business owners look to exit their businesses over the next decade, it is important that they understand the array of potential options. One of those options […]

12.3.24

Written by Matthew D. DiCicco, JD, CFP®, CDFA®, President

Super Catch-Up Contributions: Increased Limits and New Requirements

The Secure Act 2.0 created an increased benefit and a new restriction for participants in defined contribution plans, such as 401(k), 457(b) and 403(b) plans. Employees over age 50 have […]

10.31.24

Written by Chase M. Oakley, CFA®, Senior Securities Analyst

Investing Through the Lens of a Homebuyer

Investors often view stocks as slips of paper changing hands rather than business interests. A better way, in our view, is to assess each investment decision like you would approach […]