Short On Time? Here’s a quick summary: Setting Clear Goals and Planning: Just as Olympians set specific, measurable goals and follow detailed training regimens, high-net-worth families should define clear financial objectives and develop comprehensive financial plans with the help of... Read More
Short On Time? Here’s a quick summary: Initial Retirement Spending: New retirees may spend more initially, but spending tends to decrease over the years. For example, average annual spending drops from $70,570 for households headed by 55-64 year-olds to $52,141... Read More
Short On Time? Here’s a quick summary: Catch-Up Contributions Overview: Workers over 50 can make additional contributions to their qualified retirement plans beyond the standard limits, with contributions up to $30,500 allowed in 2024, compared to the $23,000 limit for... Read More
Short on time? Here are three quick bullets about the article: Rising Subscription Costs: The average American spends $219 per month on subscriptions, often underestimating the total amount by over $100, leading to unnoticed financial strain. Forgotten Payments:... Read More
We’re thrilled to share that Doug Leach, our mid-Cap Strategy Portfolio Manager, has been selected as the Domestic Mid-Cap Equity Emerging Manager of the Year! This recognition underscores Doug’s exceptional skill within the Mid-Cap Space. Join us in congratulating Doug... Read More
Each year the Internal Revenue Service (IRS) evaluates its limitations for employer-sponsored retirement plans (401(k), 403(b), 457, TSP, etc.), individual retirement accounts (IRA), Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), dependent care accounts, and payroll taxes for Social Security,... Read More
It’s natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited. Read on to explore the purpose of FDIC... Read More
C.H. Dean is pleased to announce an expansion to the Dean Mutual Fund family with the launch of a new mutual fund: Dean Equity Income (DAEIX). To be taken to Dean Mutual Funds Website and read the full write up... Read More
Each year the Internal Revenue Service (IRS) evaluates its limitations for employer-sponsored retirement plans (401(k), 403(b), 457, TSP, etc.), individual retirement accounts (IRA), Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), dependent care accounts, and payroll taxes for Social Security,... Read More
The term “diversification” is often heard but not always fully understood. Proper diversification of investments can help investors minimize risk and volatility in their portfolio, while maximizing returns. Diversification is more than avoiding too many eggs in one basket. Rather,... Read More