Our winter 2025 financial planning newsletter is now available. There’s a lot going on in the world of personal finance! The newsletter includes details on action you may need to take as a result of the Social Security Fairness Act and an upcoming Vanguard litigation deadline. We also cover super 401(k) catch-up contributions and other retirement plan limits for 2025. In addition, our team shares perspective on the investment markets including how you may wish to think about your international stock allocation. Click here to read the newsletter.