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In the digital era, the rise of artificial intelligence (AI) has transformed the landscape of personal and financial security. AI-driven applications and tools present both opportunities and challenges, especially for affluent individuals and families who often become prime targets for cyber threats.
As parents approach their retirement years, they often grapple with the task of writing their wills and deciding how to allocate their assets among their children. One of the most pressing questions that arise is: should children be treated equally in a will?
Treating Kids Differently In Your Will and A Guide to Healthy Aging Read More »
We were honored to support Make-a-Wish as a Joy Sponsor at the 2023 annual Gala held in Cincinnati. The Make-a-Wish Ohio, Indiana, and Kentucky chapter celebrated 40 years of granting wishes as well as a record-breaking level of funds raised for local kids. A few members of the Benchmark team and clients attended the annual gala.
Benchmark at the 2023 Make-a-Wish Annual Gala Read More »
Roth IRAs and HSAs offer powerful tax advantages and long-term benefits. Roth IRAs provide tax-free growth and withdrawals in retirement, while HSAs offer triple tax savings for qualified medical expenses.
Roth IRAs, HSAs, and the “Backdoor” Roth for High Earners Read More »
After a historic year of persistent inflation, investors and retirees are going back through their financial plans and incorporating the new 2023 Federal tax brackets intro their tax projections for the next year.
2023 Tax Brackets And Your Planning Timeline Read More »
On October 21st, the Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued technical guidance regarding all of the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2023.
IRS Increases 401(k) Limit By Record Amounts Read More »
Working from home continues to be common 2+ years into the COVID-pandemic and many are suggesting it will increase over the next few years, especially since it can be so appealing to employees.
Warren Buffett On Inflation, And Planning For Unexpected Costs In Retirement Read More »
Working from home continues to be common 2+ years into the COVID-pandemic and many are suggesting it will increase over the next few years, especially since it can be so appealing to employees.
State Taxes On Remote Work & Inherited IRAs Read More »
The first six months of 2022 have not been smooth sailing. The Fed has taken a few shots at record high inflation, and after recent readings, it seems to be heading in the right direction — downward. However, the question remains, can the Fed can stick the landing of bringing their inflation targets back in line without sending the U.S. economy into recession?
A Rollercoaster Start To The Year Read More »
Stay on top of important changes to contribution limits for retirement accounts in the New Year.
IRS Makes Contribution Limit Changes for 2022 Read More »
We offer a personalized approach to wealth management.