Dennis Lott Financial Planner

11/07/2022

The IRS announced a record increase in contribution limits to 401(k) and other tax-deferred retirement plans for 2023. If you have questions about your contributions, let’s connect.

IR-2022-188, October 21, 2022 — The IRS announced today that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued technical guidance regarding all of the cost of living adjustments

02/25/2022

Productive financial conversations with family start with a thoughtful plan. When you’re ready to start the conversation, let’s talk about your estate planning goals and the legacy you hope to leave.

Having this conversation with loved ones can help benefit your legacy.

02/22/2022

How often do you and your siblings talk to your parents about their legacy? We can help you facilitate a family financial conversation.

02/15/2022

Talking about money is not always easy – but it can be very rewarding in the end. Together, we can determine how to have a productive conversation with your loved ones.

02/01/2022

Receiving an inheritance? During what may be an emotionally difficult time, I can help you navigate the complexities and make decisions that are right for you and your family.

01/25/2022

Having an up-to-date power of attorney is essential to every estate plan, but there are some specifics you should be aware of.

The power of attorney is essential to every estate plan, but there are some tricks you need to be aware of.

01/18/2022

An estate plan can give you reassurance that your assets will be distributed according to your wishes — and a will and trust are two important components of that. We can collaborate with you and your estate attorney.

01/11/2022

Estate planning is about leaving the legacy you want for whomever — or whatever — is important to you. Learn about the elements of an estate plan and how we can work with your attorney to ensure it reflects your values.

01/04/2022

It’s never too early – or too late – to establish an estate plan. Together, we can plan for the legacy you want to leave.

12/01/2021

“It is because we have received radical spiritual generosity that we can be radically generous with those in need.” - Timothy Keller

11/16/2021

From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.

11/09/2021

Required minimum distribution (RMD) rules can be difficult to understand. We can work with you to determine what amount to tax and from which account to help avoid tax penalties.