Dec 13, 2022 | Financial Planning
Giving appreciated assets instead of cash could be the most tax-smart move you can make with a donor-advised fund, but wait, there’s more… Did you know that donor-advised funds (DAFs) provide the most flexible and tax-smart way to give? And we’re offering some...
Dec 9, 2022 | Retirement Planning
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and James River...
Dec 6, 2022 | Retirement Planning
Thanks to Higher IRA and 401(k) Contribution Limits If you’re saving for retirement, you can contribute a lot more to an IRA, 401(k), or other retirement account in 2023. IRA and 401(k) contribution limits are going up for 2023…and by a lot! That’s good...
Dec 2, 2022 | Retirement Planning
What does it mean for retirees? Here’s what to know about maximizing your Social Security benefits Although millions of Social Security recipients will see a significant benefits increase beginning January 2023, inflation may eat up most of it, an expert said....
