With new tariffs imposed on imports from Canada, Mexico, and China, and immediate retaliatory measures from these nations, investors are grappling with uncertainty.

HSAs, unlike Traditional IRAs, do not have required minimum distributions (RMDs), allowing the funds to grow tax-deferred indefinitely.

Withum Wealth proudly congratulates Monica Jalife, CFA, CFP, for earning a top 10 spot in Forbes’ 9th Annual Top Women Wealth Advisors Best-in-State list.

While tariffs introduce short-term uncertainty, history has shown that markets adapt.

Major indices posted notable gains, with the S&P 500 achieving its second consecutive year of 20%+ performance for the first time since 1998.

A well-timed Roth conversion can be a powerful tool in your financial planning toolkit, offering tax-free growth, flexibility in retirement, and potential estate planning benefits.

Trump’s policies may indeed present both opportunities and challenges for different areas of the market. While some sectors might benefit from deregulation and tax cuts, others may face headwinds from protectionist measures.

Fed Rate Cuts, Election Season, and What Lies Ahead for Your Portfolio!

In this Fall edition of our Financial Planning newsletter, we explore key areas that will help you navigate the financial complexities as you approach retirement.