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April 4, 2025 Dear Valued Investor, Stocks tumbled again today as China retaliated to the tariffs the Trump administration announced on Wednesday. Markets were already struggling with prospects for slower growth, which has now shifted...

What do I need to do for Q1 as a Plan Sponsor, or support professionals for a Plan Sponsor? Here's a good place to start. In addition, you might consider whether the plan is operating as it is intended.

The IRS just released yesterday, October 22, 2024 the annual adjustments to the marginal tax rates and many more adjustments that are relevant for taxpayers.

"What do I need to do about my 401k at my previous employer?" is a common and important question we receive! This article quickly gives some great insight to chat about with one of the Maverick Financial team about. Let's chat?

Year End Tax Planning helps in determining a strategy for your individual tax situation. Please visit with your tax professional and let's chat about your best options.