Love Letter to Your Family?
Most people know that it is a good idea to keep their will up to date and to make sure they have their beneficiaries updated on all of their accounts. But have you ever thought of compiling all of your account information in one spot to make things easy on your loved ones if something happens to you?
Understanding the 2025 Retirement Savings Contribution Changes
The IRS has recently changed the limits for contribution for retirement savings accounts for 2025. Below are the new limits:
Setting Up A Pre Burial Trust – The Role of the Power of Attorney and Beneficiary
Allen Dembski So when I set up this, I’m still living, and I want to set up this pre burial trust for my loved ones to take care of everything when I’m gone. Is there like on our end being financial advisors? We have beneficiary designations. So if I set up an account through you […]
Planning for the Future: Introduction to Pre-Burial Trusts & Planning
Christy Sharkey So we’ll start off by telling you who we are. So I’m Christy Sharkey. I’m one of the licensed funeral directors at Hoy Funeral Home. I’ve been with our company for ten years now, Timothy Grant, he has been with us for almost 17 years. So we’re both licensed funeral directors. Christy Sharkey […]
Should I Use My Retirement Account to Pay Off Debt?
Particularly after the holidays, households are seeing their credit card debt increase. It may be tempting to turn to other sources of savings to pay down these balances.
October Is Financial Planning Month
As a nod to National Financial Planning Month this October, we would like to share three money moves that align nicely with this time of year. Some of the soundest financial advice is the advice that has stood the test of time. Consider these: Of course, your financial situation may merit different or additional steps this […]
What should I do with my old 401k?
401(k) Rollovers With any type of job change, many people often forget one vital task – transferring their 401(k). This may sound complicated, but we’ve broken it down into a few steps: We know all of this can be confusing, especially when you factor in some of the restrictions and regulations. If you have any questions […]
Financially Fit Retirement Series
Allen Dembski and Taunya Abaya continue their series on retirement. In the latest episode they discuss retirement and the cost of healthcare during retirement. We have a great deal of financial information online on our YouTube Channel. Please browse the various videos for a wide range of topics.