2024 Stepping Stones Open Your Heart
David Eltringham and Susan Eltringham were Vice Chairs this year at the Open Your Heart fundraiser for Stepping Stones at Eddie Merlots in Cincinnati.
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Safeguarding Your Identity in the Age of AI: Crucial Measures for Affluent Individuals and Families
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.
Treating Kids Differently In Your Will and A Guide to Healthy Aging
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?
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Benchmark at the 2023 Make-a-Wish Annual Gala
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.
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Roth IRAs, HSAs, and the “Backdoor” Roth for High Earners
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.
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2023 Tax Brackets And Your Planning Timeline
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.
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IRS Increases 401(k) Limit By Record Amounts
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.
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Warren Buffett On Inflation, And Planning For Unexpected Costs In Retirement
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.
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State Taxes On Remote Work & Inherited IRAs
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.
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A Rollercoaster Start To The Year
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?
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