We regularly share relevant and timely insights to help you live your best life. Our newsletter provides the latest insights, trends, and analysis from our team of wealth managers on topics relevant to your life: investment management, financial planning, tax strategies, Social Security, and much more.
With the final weeks of 2026 upon us, now is a good time to review a few planning items before the calendar turns. Here, we highlight the key wealth management deadlines on the horizon so you can wrap up the year with confidence and head into 2027 well prepared.
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As 2025 comes to a close, there are a variety of tasks that may need to be attended to before year-end. We’re here to help with those and to keep you informed and well-prepared for any potential processing delays with custodians as they receive last-minute requests.
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Congress has passed the One Big Beautiful Bill Act (OBBBA), a historic and wide-ranging piece of legislation poised to impact the tax landscape, retirement planning, charitable giving, and more. Whether you are a high-income earner, a retiree, a business owner, or building multi-generational wealth, this bill carries implications worth understanding.
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The SECURE 2.0 Act, enacted 12/29/2022 by Congress, introduced new provisions and requirements for retirement plan sponsors. Here we briefly review the provisions (required and voluntary) that went into effect in 2024 and those that will go into effect in 2025 and beyond.
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2025 is nearly upon us, and as we say our goodbyes to 2024, there are a variety of tasks that may need to be wrapped up before year-end. We’re here to keep you informed and well-prepared for any potential processing delays with custodians as they receive last-minute requests. In this letter, we flag a few wealth management deadlines that are fast approaching, and ensure these key areas are on your radar so that you can finish the year with confidence.
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The importance of protecting your personal information cannot be overstated in today's interconnected world. At Garde Capital, we have a fiduciary responsibility to help in any way we can with the protection of your data.
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