We hope you are having a great start to 2019! As the year kicks off, we want to remind you that the IRS has increased contribution limits for retirement plans in 2019. These increases are due to cost of living adjustments. We will gladly take them! What does this mean for you? IRA Contributions: If […]
All retirement plans are not alike. Many individuals leave their 401(k) plans with the employer sponsor long after they aren’t working in that job any longer. Quite often I meet with clients who have four or five 401(k) plans at different employers. These are hard to keep up with and many times the plans are limited in the investment […]
About Sara Seasholtz, CFP®
Sara Seasholtz, CFP®, shares her financial insights and wisdom helping generations of families and small businesses realize greater financial independence, enjoyment and reward.
generations of trust…decades of knowledge…since 1979