Abigail Gunderson, Senior Wealth Advisor, shares practical strategies for women’s retirement planning, including maxing out a 401(k) early and using spousal IRA accounts during caregiving years in Financial Planning.
Keith Fenstad, Director of Wealth Planning and Chief Compliance Officer, discusses how the OBBBA’s permanent $15 million estate tax exemption removed the “use it or lose it” urgency around gifting strategies in InvestmentNews.
Michael Pumphrey, Wealth Advisor, explains why paying down high-interest credit card and other debt should take priority over maxing out 401(k) contributions, and outlines how to balance retirement savings with debt payoff in MarketWatch.
