Pension Plan Limits for Tax Year 2024

12/05/2023
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Giving back through the United Way

12/07/2017
One of the character qualities we seek to develop in our relationships is compassion, and no organization demonstrates this quality quite like the United Way.

Planning for Incapacity

05/15/2017
What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs? You might not be able to make sound decisions about your health or finances. You could lose the ability to pay bills, write checks, make deposits, sell assets, or otherwise conduct your affairs. Unless you're prepared, incapacity could devastate your family, exhaust your savings, and undermine your financial, tax, and estate planning strategies. Planning ahead can ensure that your health-care wishes will be carried out, and that your finances will continue to be competently managed.