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Change in the financial planning landscape is a given. We routinely post content that will help you stay current with legislative topics, financial planning tools, and everything you want to know about retirement strategies.
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Smart Ways to Fund a Private School Education in Louisiana Without Overpaying on Taxes
Private education has always been a popular option in the New Orleans area – and attendance rates have only increased in the last few years. In fact, 26.1% of students in New Orleans were enrolled in private schools for the
How Much Life Insurance Do I Need? When to Increase and Decrease Your Policy
Life insurance tends to be one of those “set it and forget it” financial tools that most people don’t think about. And while you’ve probably heard some pretty scary statistics about people who are underinsured or uninsured (about 102 million
Preparing for Compliance: What Employers Need to Do Now About Mandatory Auto Enrollment
With the mandatory auto enrollment rules set to take effect in 2025, employers need to take proactive steps to ensure compliance and minimize potential disruptions. Understanding the necessary adjustments, staying informed on regulatory changes, and planning ahead will help businesses
Beyond the Paycheck: How to Leverage Executive Perks for Long-Term Financial Success
Once you reach the executive level, your paycheck is probably more than just a salary and a bonus. You likely have access to a range of perks – like stock options, deferred compensation, and extra retirement benefits – that can
Your Kid Just Turned 18 – Now What? Essential Financial and Legal To-Dos
Congratulations! You’re now the parent of a legal adult. Your kid can now go out and buy your lottery tickets for you and vote in the next election. It’s also a big step into the world of adulting, and with
What Employers Need to Know About Pre-Enactment vs. Post-Enactment Plans
The mandatory auto-enrollment rules under SECURE 2.0 apply differently to retirement plans depending on when they were established. Employers need to understand the distinction between pre-enactment and post-enactment plans to ensure compliance and avoid unintended penalties. What Is a Pre-Enactment
Special Considerations for Small Businesses and Multiple Employer Plans (MEPs)
The new mandatory auto-enrollment rules bring significant changes, but not all businesses are affected in the same way. Small businesses and multiple employer plans (MEPs) have specific exemptions and considerations that employers should understand as they prepare for the upcoming
Top Tax-Saving Strategies for Louisiana Families
When it comes to managing wealth, taxes are one of the biggest factors that can impact your bottom line. For high-net-worth families in Louisiana, the good news is that there are plenty of strategies you can use to minimize your
How the New Auto-Enrollment Rules Work: Contribution and Withdrawal Requirements
With the new mandatory auto-enrollment rules taking effect in 2025, employers need to understand the details of how these changes will impact 401(k) and 403(b) plans. The regulations set specific contribution requirements while allowing employees the flexibility to adjust or
Giving Back as a Family: Local Volunteer Opportunities in New Orleans
Teaching children about the importance of community and charitable giving is one of the most valuable life lessons a family can share. By volunteering together, families can create lasting memories, strengthen their bond, and foster a sense of gratitude and
What Employers Need to Know About the New Mandatory Auto-Enrollment Rules
The SECURE 2.0 Act of 2022 is bringing some big changes to 401(k) and 403(b) plans, including a new rule that requires most newly established plans to include automatic enrollment. With the 2025 deadline approaching, it’s important for employers to
Essential Investment Strategies for Young Investors: Part 2
In the first installment of our Young Investor’s Guide to Building a Financial Future, we looked at avoiding credit card debt to set you off to a healthy start, the benefits of investing over the long term and the advantages
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