Blogs and Events

So you’ve got your degree, now what?

by Rachel DeCarolis, CFP ®

As we wrap up 2016 and look forward to next year, we wanted to inform you of the changes (or lack thereof) to retirement plans’ contribution limits and income ranges for tax year 2017.

Let’s begin with what is staying the same:

401(k), 403(b), 457, Thrift Savings Plans Contribution Limits

by Rachel DeCarolis, CFP ®

Congress made significant changes to Social Security collection strategies last fall, which left many of our clients wondering if and how they would be affected. Here is a brief summary of the changes:

There are many who would suggest that, in a digitally-wired world in which information travels at light speed to all corners, the investment playing field has been leveled between individual investors and the institutions. In reality, however, the incessant noise and information overload can do more to fuel the irrational behavior of investors than it can to provide any sort of advantage.

One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path to continue her journey. She seeks the advice of grinning Cheshire cat which appears out of nowhere.

If you are the parents or grandparents of child of any age chances are good that the escalating costs of higher education are on your mind.