Discover year-end tax planning strategies for 2026 with Menninger & Associates. Explore Roth IRA conversions, retirement contributions, tax-loss harvesting, and new tax law changes to help optimize your financial plan. Read more!
Learn how your PSERS membership class, contribution rate, and retirement eligibility can affect your Pennsylvania public employee retirement benefits and planning.
Learn how service purchases, Final Average Salary, pension calculations, and payout options can help you maximize and protect your PSERS retirement benefit.
Most people understand, at least in general terms, that the federal government taxes investment profits.
Financial planning evolves throughout every stage of life, helping you build, protect, and transition your wealth as your goals and circumstances change.
The new year is a great time to review cash flow, rebuild savings, and plan for upcoming expenses. A clear cash and debt strategy helps create stability and supports long-term financial goals.
Retiring from your job may be one of the most important decisions you will make during your lifetime.
If organizing your finances was your New Year’s resolution, we applaud you.
Are You Prepared For the Impending Tax Law Changes? Check out what is changing at the end of next year.
Open enrollment is the time when you can enroll in insurance plans or make changes to your benefits. And not just for health insurance.
Net unrealized appreciation allows an individual leaving their company to carve out the company stock they own inside their 401K, pay ordinary income tax on the cost basis, and the growth portion taxed as a long-term capital gain.
Learn how to utilize Employee Stock Purchase Programs (ESPP). Increase employee engagement and financial growth with our comprehensive ESPP resources. Contact us to speak with a CFP!
There are many different stock plans that companies offer, which is best for you?
What Changes Are in the SECURE 2.0 Act and How Will They Affect You?
With the market continually trending down, check out some interesting investing strategies that could limit impact.
Check out the stipulations and frequently asked questions about the new student loan forgiveness plan.
Don't be scared to look at your investment statements. Here are some tricks on investing during an inflation period!
Some homeowners have no idea that they have a unique credit tool at their disposal. Find out what by reading more!
Better understand how the current rising interest rates are affecting YOU, the potential homebuyer. Read more!
Compare a traditional IRA vs. Roth IRA (401k vs. Roth 401k) and learn the differences and tax benefits to both as well as how to decide the right option for you on our website.
