by Erin R. Parrish | Dec 19, 2025 | Retirement News
As we flip the calendar to 2026, it’s a good time to reassess your financial picture and set your priorities for the year ahead. With economic conditions continuing to evolve, focusing on the fundamentals can help you stay prepared, reduce stress, and make progress...
by Erin R. Parrish | Dec 19, 2025 | Retirement News
On September 15, 2025, the U.S. Department of the Treasury and the IRS issued final regulations under SECURE Act 2.0, Section 603 provisions related to 401(k), 403(b), and 457(b) catch-up contributions for certain higher-income participants. Beginning January 1, 2026,...
by Erin R. Parrish | Dec 19, 2025 | Retirement News
The tax law places limits on the dollar amount of contributions to retirement plans and IRAs and the amount of benefits under a pension plan. IRC Section 415 requires the limits to be adjusted annual for cost-of-living increases. The limit on contributions by...
by Erin R. Parrish | Dec 19, 2025 | Retirement News
Laura Kirkland, a 78-year-old retiree, lost $15,000 after a caller posing as a bank fraud specialist convinced her that her account had been hacked. Sounding credible and armed with personal details, the scammer persuaded her to grant computer access and wired...
by Erin R. Parrish | Sep 29, 2025 | Retirement News
When we think about retirement, the first question that often comes to mind is: where will your income come from? While that’s a key piece of the puzzle, retirement is about so much more. It’s a time when some dream of slowing down, finally taking those bucket-list...
