by Tom Fleishel | Aug 30, 2022 | Uncategorized
What You Need to Know About After-Tax 401K Contributions Most employees with a traditional 401(k) plan through their employer make regular contributions deducted directly from their paychecks. The amount you can contribute every year is capped; for example, in 2022,...
by Tom Fleishel | Aug 22, 2022 | Uncategorized
On a Personal Note It’s fun to reminisce about some of our life’s memorable experiences, especially the ones that are humorous and ones that taught us life lessons. Growing up in my hometown of DeLand in the 60s and 70’s, life was vastly different from today in so...
by Tom Fleishel | Jul 26, 2022 | Uncategorized
Do you need a trust if you already have a will? Many people think one covers the other, but when it comes to estate planning, a trust and a will are two different things. A will is more like an extremely detailed set of instructions to be followed after you pass away....
by Tom Fleishel | Jul 20, 2022 | Uncategorized
Markets and the economy are in one of the more uncertain times with unclear guidance. “Our view is cautious as we close out the second quarter,” said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management. “Global central bank...
