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Wednesday, April 3, 2024

While gifting strategies have long been used to reduce the tax liability of large estates, this might be the time to revisit them.

Wednesday, March 6, 2024

Creating an estate plan is an essential component of your financial life, but one that can lead to uncomfortable conversations.

Wednesday, February 7, 2024

Appointing a power of attorney (POA) carries a lot of responsibility. It’s important to understand what those powers cover since they vary based on the type of power of attorney.

Wednesday, January 10, 2024

Create a more robust estate plan with trusts. As you've begun planning your estate, you’ve heard about trusts.

Friday, December 15, 2023

To determine whether a living will would be beneficial for you and your loved ones, it’s first important to discuss what a living will is. What is a living will? As a standard will can help your loved ones carry out your wishes,...

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Friday, July 14, 2023

Resonant Financial Management is excited to announce a strategic partnership with the Maryland Optometric Association. The collaboration originated from a desire to offer retirement plan consulting services to the members of MOA.

Thursday, January 26, 2023

It’s evident that fraud targeting the elderly is becoming more prevalent. To make matters worse, elder crime is severely under-reported due to a number of reasons, including embarrassment and fear.

Friday, January 13, 2023

This resource offers a non-technical overview for a variety of retirement plans specifically for self-employed persons and small business owners. It covers Simple IRAs, 401(k) Plans (Traditional, Individual, and Exchange), and SEP IRAs.

Friday, January 6, 2023

According to the IRS website, "The amount individuals can contribute to their 401(k) plans in 2023 will increase to $22,500 -- up from $20,500 for 2022. The income ranges for determining eligibility to make deductible contributions to...

Wednesday, November 2, 2022

Resonant Financial Management LLC is excited to announce a strategic partnership with MICPA. The collaboration originated from a desire to offer the Fiduciary-Plus 401(K) Retirement Plan Exchange® to the members of MICPA.

Tuesday, August 16, 2022

Employers chose a turn-key 401(k) exchange for a range of retirement management services including administrative offload, simplified payroll contribution processing, loan and distribution support, and more.

Monday, July 25, 2022

A Brief History of 401KA 401K is a tax deferred, defined contribution retirement plan. The name comes from a section of the Internal Revenue Code.

Wednesday, July 6, 2022

Your many roles as a 401(k) plan sponsor rest squarely on the foundation of fiduciary responsibility. And while you and your team have the best intentions, pitfalls can be around every corner. Below are four of the most common...

Tuesday, June 28, 2022

Due to the rapid increase in home values and construction costs, your homeowner’s insurance may not be adequate. Some really bad things may happen if you do not have proper coverage.

Wednesday, June 15, 2022

According to a recent study by Guardian Retirement Solutions, employees rank 401(k) plans among the most appreciated work-related benefits.