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IRS Makes Contribution Limit Changes for 2022

jacobted Financial Planning, Uncategorized Leave a Comment

The Internal Revenue Service recently announced a change that could significantly impact your retirement strategy. Starting in 2022, the amount you can contribute to your qualified retirement savings plan will increase. The new change will apply to 401(k), 403(b), most 457 plans, and the Thrift Savings Plan. Click below to learn more about how this will affect you and your finances. And don’t hesitate to reach out with any questions you have. Click here to learn more

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Life Insurance: Changing Times, Changing Needs

jacobted blog, Financial Planning, Uncategorized Leave a Comment

If you already have life insurance, that’s great! But it’s safe to assume that you have experienced at least a few life changes since you purchased your policy. As life changes, so do your needs. This is why you should not let your policy run on autopilot. As your circumstances and needs change, periodic monitoring is needed to help ensure that your life insurance will achieve your desired objectives. Click here to read an article that discusses the importance of annual policy reviews. Click here to read the article.