The Internal Revenue Service (IRS) has released annual inflation adjustments for 2022. These include increased gift, estate and generation-skipping transfer (GST) tax exemptions (the “unified
A recent survey shows that there is no single path to retirement. Franklin Templeton’s June 2021 “Voice of the American Worker” survey confirms that retirement today
The fourth quarter of 2021 ushered in a new variant and a new wave of COVID-19 infections, a trend seemingly commonplace for each quarterly letter.
The third quarter of 2021 saw geopolitical conflict and the return of various vaccine mandates as Delta variant cases surged. Below is a brief summary
Graduating from high school and getting ready for college, or returning to college, is an exciting time in a young adult’s life. With all the
The safety and security of your plan participant’s information and retirement plan assets is, and always will be, our top priority. We are committed to
We are excited to announce WoodTrust Asset Management (“WoodTrust”) is undergoing a significant investment in data processing and back-office capabilities. Beginning on October 1, 2021,
The second quarter of 2021 saw the lifting of mask mandates, global supply chain tightening and tangible evidence of a possible new age of inflation.
With so many essential parts of our lives occurring online, going paperless or moving to the cloud, it’s never been more important to address digital
On the surface, retirement readiness did not suffer significantly in 2020, according to a close examination of the 1.1 million participants in 1,076 plans reviewed
The evolution of technology continues to impact everyone’s lives. This is particularly true in the wealth management industry where a new generation of investors is
The first quarter of 2021 ushered in a new political regime, fresh stimulus and continued vaccine progress while also starring the return of an age-old
The SECURE Act, passed in December, 2019, contained an important provision which changed the rules for distributing assets from an inherited IRA upon the death
Remember 2019? It was in December of that year (which seems very long ago now) that the SECURE Act was signed into law. Today, as
It goes without saying 2020 has been a unique and challenging year for many of our clients, colleagues, families and communities. However, this year has
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