Wisdom in Wealth

Strategies, Stories, and Lessons Learned Over the Course of 25 Years Helping Families Plan Their Financial Lives

New Year, Fresh Start

POSTED ON February 2nd - POSTED IN gifts, 401k, 2024, contributions

By William Beynon & John Walker - One thing that I encourage everyone to do is think in a forward way as one-year yields to another. Whether 2023 was a banner or a bust for your family, we can all start fresh on a new calendar year.[…]

How Much Do IRAs Really Cost?

POSTED ON June 21st - POSTED IN Tax, IRA Conversions, 401k, retirement

By William Beynon & John Walker - Back in 1974, the ERISA Act established the legal base for the IRAs we all know and love. Just 4 years later, the legislation that created the 401k was born. Since that time, most Americans have[…]