dan whitaker

New Year, New Savings Contribution Limits: What to Know for 2026

New Year, New Savings Contribution Limits: What to Know for 2026

As we head into 2026, you may be navigating the year-over-year changes and asking yourself: What has changed and what should I care about? From retirement account contribution limits to rollover rules and required distributions, a few key updates are worthy of your attention.  

Understanding the SECURE 2.0 Act: Key Changes for 2025

Understanding the SECURE 2.0 Act: Key Changes for 2025

There are two SECURE Acts, both of which were designed to enhance retirement savings and provide more flexibility for savers by updating and introducing new retirement planning rules.

Celebrating 10 Years: West Bearing Investments

Celebrating 10 Years: West Bearing Investments

July marks the 10-year anniversary of West Bearing Investments, a division of Ferguson Wellman.