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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.
Read MoreWhat 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.
Read MoreUsing 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.
Read MoreWhat 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,...
Read MoreStrategic 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.
Read MoreMaximize 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.
Read More2023 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...
Read MoreResonant 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.
Read MoreWhat 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.
Read MoreBrief 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.
Read More4 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...
Read MoreIt’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.
Read MoreEmployees 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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