Financial Planning

IRA and Retirement Plan Limits for 2018

IRA Contribution Limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100% of your earned income, if less), unchanged from 2017. The maximum catch-up contribution for those age 50 or older remains at $1,000. You can contribute to both a...

Interview with Abdur Nimieri, PhD

Podcast ESG

SKWealth Podcast - Episode 3 We take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Abdur Nimieri, PhD, Senior VP and Senior Strategist at Northern Trust. Abdur has been instrumental in developing Environmental, Social & Governance (ESG) investment products...

SKWealth Welcomes Steven C. Antunes, CFP®

Steven Antunes

SKWealth is pleased to announce the hiring of Steven C. Antunes, CFP®, as a Financial Planner in the firm. Steve has over 11 years of experience in corporate finance and accounting and personal financial planning. He was previously with Citizens Financial Group, Inc. and Corrigan Financial, Inc. “We are thrilled...

529A Accounts Bring Help for Special Needs People

-by Matt Neyland, CFA, CAIA, Director of Investments Between doctor visits co-pays, medical equipment, education, therapy and other necessary expenses, the cost of raising a special needs child can top the $2 million mark over the course of a lifetime. It’s hard for people with disabilities and their families to...

Winter 2017 Newsletter

Click on Dollars and $ense to view our latest newsletter, which includes information on Women-Focused Planning and Investment Management and articles such as ""Rising Rates: The Fed Takes Next Step Toward Normal"; and "The Trump Era Begins - is the Stock Market Rally a Sign of Things to Come?"; as...

Fall 2016 Newsletter

Click on Dollars and $ense to view our latest newsletter, which includes articles such as "SKWealth Launches Sustainable & Impact Investing Portfolios"; "The Presidential Election & the Markets - Will it Change the Course of the Markets?"; "How Can We Help?", as well as comparative benchmarks. Dollars...