by admin | Nov 4, 2024 | Wealth of Ideas
By Rob Clark, CFP® Managing Partner and President Ruggie Wealth Management While a 529 plan has long been a popular choice to save for educational expenses, (typically your child’s), a provision in the SECURE 2.0 Act passed in 2022, allows leftover funds from a 529...
by admin | May 15, 2024 | Wealth of Ideas
By Thomas H. RuggiePublished in KiplingerMay 15, 2024 Starting a successful company is hard work. It requires everything you have and then some. For an entrepreneur, finding a wealth manager who understands their unique ethos is key. They’re looking for proactive...
by admin | Jan 22, 2024 | Wealth of Ideas
In this episode of the What Matters Podcast, Thomas joins Mike and Ashley to talk about the rapidly changing landscape of wealth management, delving into the future of the industry, and exploring emerging trends and technologies. They also discuss the importance of...
by admin | Nov 10, 2023 | Wealth of Ideas
By Thomas H. RuggiePublished November 10, 2023 With the IRS focusing more on high-net-worth taxpayers, is it time for business owners to consider implementing cash balance plans? High-current-income business owners can’t afford to sit still with the IRS loading up its...
