Why Life Insurance Matters for Real Estate Investors

Being an investor in real estate requires a great deal of skill, including identifying potential investment opportunities, planning for capital investment, and maintaining properties over time. For high-net-worth investors whose estate values exceed the lifetime exclusion amount, this can lead to substantial exposure. Learn what unique financial challenges and opportunities investors should consider for wealth management and estate planning strategies.

2025-06-30T15:37:18-04:00June 30, 2025|Categories: Construction and Real Estate, Estate and Trust, Retirement, Wealth Management|Tags: , |

Webinar | Avoiding Medicare Mistakes in Retirement

This presentation will demonstrate the importance of integrating Medicare strategy into your retirement plan. Join PBMares Senior Wealth Advisor, Daniel Yoo, and Margo Steinlage Kreider, J.D., of Steinlage Insurance Agency.

2025-06-25T15:28:36-04:00June 25, 2025|Categories: Retirement, Wealth Management, Webinar|

Retirement Planning: Shifting Your Mindset from Saver to Spender

Throughout the working years, many individuals focus on saving and planning for retirement. When that day finally arrives, the shift from saver to spender can feel uncomfortable. Planning early and often can provide peace of mind. Learn more.

2025-06-03T13:34:28-04:00May 20, 2025|Categories: Retirement, Wealth Management|Tags: |

Retirement Is Not Just About Wealth. It’s About Well-Being.

Before deciding to retire, it’s essential to ensure financial readiness. There are several opportunities and risks to consider before retirement. Learn the most common considerations.

2025-05-20T13:44:54-04:00May 13, 2025|Categories: Retirement, Wealth Management|Tags: |

Roth Employer Contributions

Roth elective deferral contributions have been permitted in qualified retirement plans since 2006. Section 604 of SECURE 2.0 provided for an optional provision that allows employees to designate their employer contributions, whether it be matching nonelective, as Roth. This applies to 401(k) Plans and 403(b) Plan. This was effective December 29, 2022; however, several challenges delayed implementation of this provision.

2025-01-02T09:36:52-05:00January 2, 2025|Categories: Employee Benefit Plans, Retirement|Tags: |

SECURE 2.0 Act – Increased Involuntary Cash-Out Limit to $7,000

Learn about the SECURE 2.0 involuntary cash out limit increase. Effective for distributions after December 31, 2023, SECURE 2.0 allows the plan sponsor to increase the cash-out limit to $7,000 from the previous limit of $5,000.

2025-02-26T15:53:07-05:00October 16, 2024|Categories: Retirement|Tags: |
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