Welcome to the Agate Financial Partners blog.
What's on your mind? Changes in tax laws, financial wellness, and wealth planning can affect you as you prepare for retirement. Our blog will keep you up to date on things you need to know. And occasionally, we may have a little fun and share news and information about our community. Please keep checking in and we hope you enjoy it!
How much are you withholding per paycheck?Is the amount too little? (Or too much?) Find out the answer before the year ends. You may not want to discover next year that your withholding amount for this year was too small. The IRS...Read More
The Social Security Administration recently announced that over 71 million Americans, including Social Security and Supplemental Security Income beneficiaries, will receive a 3.2% increase in their benefits for 2024.1 However, it is...Read More
If you're approaching retirement, you're probably already familiar with some common steps to help you save money, including contributing to your retirement savings plans and avoiding early withdrawals or overly conservative investing...Read More
As we approach the back-to-school season, I wanted to discuss an important topic that might be on your mind: the cost of education. Whether you have children or grandchildren preparing for college or considering furthering your...Read More
You already know that naming beneficiaries for your retirement accounts, life insurance policies and other assets is a critical component of estate planning. We want to call out a few common gaps we see in this process so you can avoid...Read More
Start Creating Your Succession PlanAnd get your business ready for your retirement.You’ve worked for years building your business, hiring your employees, keeping up relationships with customers and running your company. But now...Read More
When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance was designed for this very reason:...Read More
6 Questions to Ask When Planning for RetirementFinancial security in retirement doesn’t happen by accident. Planning for a financially independent retirement involves more than just putting money away into a savings account and...Read More
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...Read More