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Financial Planning Focus Newsletter

2015 Pension Plan Limits

The IRS recently announced cost-of-living adjustments to annual contribution limits to qualified retirement plans. The following chart summarizes a number of the changes:


Investment Management Letter

Investment Management – First Quarter 2015

There is an old saying that history never repeats itself, but it rhymes.  As we emerge from another weather-influenced slowdown in the U.S. economy, investors are trying to gauge if weaker economic data is a signal of something more ominous. 

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