What a time we’ve had in the Year of Estate Planning. It seems like just yesterday that we were putting the final touches on our plans. The year would not have been nearly as impactful without the strong engagement of clients. As an ode to the Year of Estate Planning, the following are some of …
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Navigating markets through election cycles, after the 3rd best start to a presidential election year, U.S. stocks continue to carry their momentum as we pivot toward year-end. While it is too early to tell how the new Administration’s policies will unfold, the Republican Party win across the Presidency and Congress has renewed optimism amongst U.S. …
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What’s Changing in 2025? Social Security: Cost-of-Living Adjustment (COLA) for 2025 will be 2.5%. Retirement Accounts: Contribution limits for 401(k)s, 403(b)s, 457 plans, and the federal government’s Thrift Savings Plan have increased to $23,500 for 2025. The catch-up contribution for those aged 50 and above remains $7,500. Starting in 2025, under the SECURE Act 2.0, …
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This month’s staff spotlight – Chandler Fish. Chandler is our Office Manager and Compliance Analyst. Can you explain what you do at the firm and what about it do you enjoy most? I am the office manager, as well as a compliance analyst at SWMG. When I am wearing my office manager hat, I am …
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IRA assets cannot be left in an IRA forever. You know that – as many of our retired clients take an annual Required Minimum Distribution (RMD). Where it gets complicated, especially with recent SECURE Act guidance, is when you inherit an IRA. Not only do we help clients navigate these complex rules, we do it …
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Referrals A long-time client recently asked, ‘How does your business grow?’ and ‘Are you open to growth?’ We love these questions, and the answer is a resounding yes! We’re excited to grow our practice and have the capacity to welcome more clients—through your referrals! Most of our new clients come from wonderful people like you, …
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This month’s spotlight is on Jessie Schlanderer. Jessie is a wealth advisor and a key member of our investment team. Can you explain your dual roles at the firm? What do you do in each key role and what about it do you enjoy most? I am both an Investment Analyst and Wealth Advisor here …
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Tax changes Are likely to be at play regardless of who wins the Presidency in November. It’s likely that higher taxes will be needed to reduce the Federal debt. Based on historical events, we have been talking to clients about higher taxes for the past few years. The last four Presidential administrations have increased the …
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We are excited to focus this month’s Staff Spotlight on summer intern, Adonis Farah. The team agrees that Adonis has been a wonderful addition to the organization. He is a hard worker, thoughtful, and presents himself with the maturity and professionalism of someone who has been in the workforce much longer. Adonis had the opportunity …
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Nearly 50% of our clients live in or rent more than one home throughout the year. Deciding whether to buy or rent a second (or additional) home is more challenging than ever. With an abundance of options and rising costs in the most desirable locations, the decision can feel overwhelming. Whether you’re dreaming of a …
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