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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
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
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
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
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
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
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
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
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
The future looks bright for younger investors. A 2024 analysis by the Investment Company Institute found that, adjusted for inflation, Gen Zers have nearly three times more retirement assets than Gen Xers did at the same age. That’s a seismic
With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks
In Part 2 of our three-part series on bringing order to your investment universe, we looked at how to balance sensible tax management with effective investment planning. Today, we’ll wrap our series with additional ways to ease your transition from
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