Expert Insights for Informed Decisions

Maximize Your Retirement with New Catch-Up Contributions for 2025

In 2025, the IRS has set the following catch-up contribution limits for retirement accounts: 401(k), 403(b), and governmental 457 plans: Standard contribution limit: $23,500. Catch-up contribution for individuals aged 50 and over: an additional $7,500,…

Investing interview with Dr. Paul Bennett

What happens when you get two great financial minds in the same room? We invite you to find out. Check out Jeffrey Hulett, Behavioral Economist and Founder of Personal Finance Reimagined, as he hosts DecisionMap…

Psychological & Portfolio Impacts of the 2024 Election & Rate Cuts

Every four years, one of the biggest decisions in America is made – who will be the next President of the United States? After countless months of campaigning, news headlines, and global unrest, the results are…

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