Plan Sponsor Update – 2024 Retirement & Employee Benefit Plan Limits The Internal Revenue Service released 2024 cost-of-living adjustments for dollar limitations on benefits and contributions.…

That Time of Year By Ronald Glenn, M.A., CFP®

Estate-Planning Tools: Transfer on Death Instrument   By Doug Warren, JD The Illinois Real Estate Transfer on Death Instrument Act (755 ILCS 27/1 et seq.) has been in existence for a…

By Doug Warren, JD Most Americans give to charity on a regular basis. What many Americans may not realize is that their charitable donations are not receiving the same tax benefits that they once…

By Patricia Fong, JD, CTFA, CAP®   SUMMARY:  Charitable giving is a great way to help save on income taxes, maximize your impact on a charitable legacy you hold dear to your heart,…

Will a Nursing Home Take All My Assets? By Doug Warren, JD A concern we frequently hear goes something like this: “If I ever go into a nursing home, they’re going to take all my assets!” While…

By Patricia Fong, JD, CTFA, CAP®   SUMMARY:  A giving legacy can help fulfill your philanthropic goals.   OUR PERSPECTIVE: Many of us think that only people like Warren…

by David Allen, JD   1. Requires auto-enrollment in 401(k) plans Most employers starting new workplace retirement savings plans will be required to automatically enroll employees in the…

By Chris LaPorta, CTFA, AFIM Senior Portfolio Manager   What is FTX?

By Jeffrey Schmidt, JD Trusts have been part of the estate planning conversation for over a thousand years and have become the primary estate planning vehicle in use today. The Trustee is…