Blog
Who Will Inherit Your Estate?
If you want to review whether your estate plan reflects your wishes, you can contact the office at any time.
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Using Trusts in Your Estate Plan
Are Trusts Part of Your Estate Plan? Create a more robust estate plan with trusts. As you've begun planning your estate, you’ve heard about trusts.
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Who Will Make Your Medical Decisions?
Few situations are more stressful an unexpected serious illness or medical emergency. If the worst should happen, is someone prepared to make medical decisions on your behalf?
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Should You Name Irrevocable Beneficiaries?
When it comes to estate planning, one of the most important decisions you'll make is who will receive your assets and take over your estate.
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Reasons Not to Write Your Own Will
Ever considered writing your own will? While you can draft a will on your own, there are plenty of reasons why you may not want to go that route.
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Help Protect Your People From Fraud!
According to the FTC, fraud losses were over $10 billion last year (that’s not a small number). How can you protect yourself and your loved ones from bad actors? Consider these three basic steps: Never wire your funds from any account...
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Why legacy planning is critical for family businesses
If your business forms the core of your legacy, estate planning is critical in protecting its future. While many people view estate planning through the narrow lens of death and taxes, it’s really about the living.
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Does your family know what to do in case of emergency?
While many life events provide us with adequate time to prepare, such as marriage, the birth of a child, or retirement, others—like accidents, injuries, or the death of a loved one—can happen without notice.
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A Handy Estate Planning Checklist
As you travel on the journey of life, you’ll inevitably build up an estate that one day your loved ones will inherit. These details are all handled in your estate plan.
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Estate Planning and Gifting
While gifting strategies have long been used to reduce the tax liability of large estates, this might be the time to revisit them.
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Estate Planning: Tough Conversations, Tough Decisions
Creating an estate plan is an essential component of your financial life, but one that can lead to uncomfortable conversations.
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What powers does a power of attorney hold?
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.
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Using Trusts in Your Estate Plan
Create a more robust estate plan with trusts. As you've begun planning your estate, you’ve heard about trusts.
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What to Know About Living Wills
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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Strategic Partnership with the Maryland Optometric Association
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.
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Fraud Alert: Criminals Target the Elderly
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.
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Maximize Income Tax Savings with Retirement Plans for Self-Employed Persons and Small Business Owner
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.
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2023 Qualified Retirement Plan Limits Downloadable PDF
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...
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Resonant Financial Management Announces Strategic Partnership with MICPA
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.
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What Does a 401(k) Exchange Offer?
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.
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Brief History of Traditional 401(k) Plans + Glossary
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.
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4 Common Pitfalls for 401(k) Plan Sponsors
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...
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It’s Time to Check Your Homeowner’s Insurance Coverage!
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.
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Employees Rank 401(k) Plans Among the Most Appreciated Benefits
According to a recent study by Guardian Retirement Solutions, employees rank 401(k) plans among the most appreciated work-related benefits.
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