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Latest Blog & Podcast News
IRS Announces Changes to Contribution Limits for 2025
Here are some important contribution limits to be aware of for 2025: Type of Account Individual Contribution Limit Catch-up Amounts 401(k) $23,500 $7,500 (50-59 or 64+) $11,250 (60-63) IRAs (Roth and Traditional) $7,000 50+ $8,000 HSA – Single HSA – Family $4,300 $8,550 55+ $1,000 Business Retirement Plans SEP-IRA $70,000 Solo 401(k) $70,000 $7,500 (50-59 […]
How to Set Financial Goals
Setting financial goals—whether for the short, mid, or long term—is a crucial step toward securing your financial future. Without clear goals, it’s easy to spend more and save less than necessary, potentially leaving you unprepared for unexpected expenses or retirement. Having defined goals helps you think ahead, plan effectively, and stay on track, not only […]
