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So why are Jerome Powell & Crew now talking... - [Strategies to Help Lower your Tax Bill](https://www.adamsbrownwc.com/blog/strategies-to-help-lower-your-tax-bill/): Some moves need to happen by year end – others you’ve got until April 15 Saving on taxes is a... - [2026 Financial Outlook ](https://www.adamsbrownwc.com/blog/2026-financial-outlook/): Rebalancing Portfolios is a Key Strategy for Individuals The past year has brought a mix of strong market performance, shifting... - [The Relationship Between Interest Rate Cuts & Risk Assets](https://www.adamsbrownwc.com/blog/relationship-between-interest-rate-cuts-and-risk-assets/): What Evergreen Wealth Strategies Work in Any Interest Rate Environment? Interest rates rise and fall countless times throughout an investor’s... - [IRS Raises Retirement Contribution Limits for 2026](https://www.adamsbrownwc.com/blog/irs-raises-retirement-contribution-limits/): Delayed Announcement: The Government Shutdown Factor The IRS has released the 2026 Contribution Limits, creating opportunities for business owners and... - [What's the Outlook for Interest Rates?](https://www.adamsbrownwc.com/blog/whats-the-outlook-for-interest-rates/): The business of making forecasts can be a slippery slope. But some investors are willing to “put their money where... - [How Can Alternative Investments Strengthen your 401(k) Strategy](https://www.adamsbrownwc.com/blog/how-can-alt-investments-strengthen-your-401k-strategy/): What Plan Sponsors and Participants Need to Know About the New Executive Order and Expanding Investment Options Retirement planning is... - [Short-Term Shifts & Long-Term Opportunities](https://www.adamsbrownwc.com/blog/fed-rate-cut-financial-insights/): The Fed Cut Rates: What’s In It For you? The Fed lowered short-term interest rates at its September 2025 meeting,... - [How can a Financial Advisor Help with Retirement Planning?](https://www.adamsbrownwc.com/blog/how-can-a-financial-advisor-help-with-retirement-planning/): At what point does it make sense to get professional financial planning advice? Planning a vacation takes time, thought and... - [How to Prepare for Healthcare Costs in Retirement](https://www.adamsbrownwc.com/blog/prepare-for-healthcare-costs-in-retirement/): What you need to know and plan for before age 65 When most people think about retirement, they imagine the... - [New Tax Laws & Economic Trends](https://www.adamsbrownwc.com/blog/new-tax-laws-and-economic-trends-insights-for-2025/): Key Insights for the Rest of 2025 Just before the July 4th holiday, Congress passed a domestic policy bill that... - [A New Chapter in Tax Planning](https://www.adamsbrownwc.com/blog/a-new-chapter-in-tax-planning/): How the One Big Beautiful Bill Act Opens Doors for Wealth Preservation Tax law is rarely simple and new legislation... - [What is the Best Way to Invest in AI Stocks?](https://www.adamsbrownwc.com/blog/investing-in-ai-stocks/): Increase in Capital Spending May Provide an Unusual Investment Opportunity The pace of growth and investment in the artificial intelligence... - [New Tax Law = New Planning Opportunities](https://www.adamsbrownwc.com/blog/new-tax-law-new-planning-opportunities/): How Permanent Changes to the Tax Code Could Reshape your 2025 Strategy The recently passed One Big Beautiful Bill Act... - [Investing in Real Estate Without Actively Managing It - Is it Right for you?](https://www.adamsbrownwc.com/blog/investing-in-real-estate-without-actively-managing-it-is-it-right-for-you/): Investing in Real Estate Can Diversify Your Portfolio and Add Income Key Takeaways: Real estate can serve as a useful... - [Staying Grounded in a Shifting Market](https://www.adamsbrownwc.com/blog/staying-grounded-in-a-shifting-market/): What Investors Should Know Right Now Market uncertainty isn’t new, but that doesn’t make it any easier to navigate. Between... - [Egg-onomics: A Lesson in Price Moves](https://www.adamsbrownwc.com/blog/egg-onomics-a-lesson-in-price-moves/): Isaac Newton might be smiling if he looked at the charts for eggs, cocoa and coffee prices To traders, they... - [How to Retire Early: Strategies to Reach Financial Freedom](https://www.adamsbrownwc.com/blog/how-to-retire-early-strategies-to-reach-financial-freedom/): The key strategies you need to retire years ahead of schedule Retirement is a milestone that many look forward to,... - [401(k) Considerations in M&A Transactions](https://www.adamsbrownwc.com/blog/401k-considerations-in-ma-transactions/): What happens to a 401(k) in a merger? Key Takeaways: Understanding whether your deal is an asset or stock sale... - [Annuities Provide Stable, Lower-risk Investment Options](https://www.adamsbrownwc.com/blog/annuities-stable-low-risk-investment-option/): Goal-specific Solutions Benefit Retirement Savers Key Takeaways: Annuities can offer steady income and market protection, but only if they align... - [What's Next for Interest Rates, Inflation?](https://www.adamsbrownwc.com/blog/whats-next-for-interest-rates-inflation/): U. S. /China Tariff Truce Tames Markets The Fed’s May meeting was pretty much a humdrum event. Even Fed Chair... - [Why is Financial Planning Important?  ](https://www.adamsbrownwc.com/blog/why-is-financial-planning-important/): Building a Roadmap to Long-Term Success and Stability You’ve probably heard the famous quote: “if you fail to plan, you... - [Upbeat Inflation Report Lost in Tariff Shadow](https://www.adamsbrownwc.com/blog/upbeat-inflation-report-lost-in-tariff-shadow/): Inflation’s Mixed Messages The March consumer inflation report, which showed some prices at their lowest level in more than four... - [I Left my Job - What do I do with my 401k?](https://www.adamsbrownwc.com/blog/i-left-my-job-what-do-i-do-with-my-401k/): Evaluate your Options to Maximize your Retirement Savings Key Takeaways: Evaluate your 401k options carefully to maximize your retirement savings... - [Creating a Retirement Withdrawal Strategy that Works](https://www.adamsbrownwc.com/blog/creating-a-retirement-withdrawal-strategy-that-works/): An Effective Strategy Should be Tailored to Your Needs Key Takeaways: Your distribution strategy must match your personal retirement goals—don’t... - [Stock Pullbacks Are Helpful, Not Hurtful](https://www.adamsbrownwc.com/blog/stock-pullbacks-are-helpful-not-hurtful/): Warren Buffett Says Don’t Mix Politics and Investing Stock prices see pullbacks several times during the year. It is a... - [Balancing Growth & Risk in your Portfolio](https://www.adamsbrownwc.com/blog/balancing-growth-risk-in-your-portfolio/): Managing Risk Becomes More Important in 2025 Key Takeaways: Keep a close eye on your portfolio’s balance, especially if your... - [Careful Coordination of Assets Can Achieve Tax Efficiency in Your Investment Portfolio](https://www.adamsbrownwc.com/blog/careful-coordination-of-assets-can-achieve-tax-efficiency-in-your-investment-portfolio/): Finding Opportunities and Knowing What to Look Out For Key Takeaways: Tax efficiency involves not just finding tax-free investments but... - [The Politics of Consumer Confidence](https://www.adamsbrownwc.com/blog/the-politics-of-consumer-confidence/): Warren Buffett Says Don’t Mix Politics and Investing Warren Buffett once said, “If you mix your politics with your investment... - [Sequence of Returns Risk – What It Is & How to Prepare for It](https://www.adamsbrownwc.com/blog/sequence-of-returns-risk-what-it-is-how-to-prepare-for-it/): Protect your Retirement from Market Volatility Key Takeaways: Sequence of returns risk can shorten retirement savings if market downturns happen... - [5 Tax-Efficient Ways to Transfer Wealth to the Next Generation](https://www.adamsbrownwc.com/blog/5-tax-efficient-ways-to-transfer-wealth-to-the-next-generation/): Emerging Strategies Capitalize on Changing Tax Laws Key Takeaways: Tax-efficient planning is key to helping preserving wealth across generations amidst... - [SECURE 2.0 Expands Retirement Plan Participation & Benefits in 2025](https://www.adamsbrownwc.com/blog/secure-2-0-expands-retirement-plan-participation-benefits-in-2025/): Automatic Enrollment and Enhanced Catch-up Contributions Are Coming In 2022, an overwhelming bipartisan majority of Congress passed the SECURE 2.... - [2025's Financial Landscape](https://www.adamsbrownwc.com/blog/2025-financial-landscape/): As we transition into 2025, investors are navigating a landscape shaped by pivotal fiscal policies, evolving monetary strategies, geopolitical uncertainty... - [Build a Retirement Plan that Works for your Business & Employees](https://www.adamsbrownwc.com/blog/build-a-retirement-plan-that-works-for-your-business-employees/): Practical Strategies to Select and Sustain a Winning Employee Benefit Key Takeaways: Selecting the right retirement plan involves understanding fiduciary... - [How Does Tax Loss Harvesting Work?](https://www.adamsbrownwc.com/blog/how-does-tax-loss-harvesting-work/): Key Tool for Minimizing Taxes Key Takeaways: Tax loss harvesting reduces tax liabilities by offsetting gains with losses. Non-qualified accounts... - [Retirement Planning & Estate Planning Go Hand in Hand](https://www.adamsbrownwc.com/blog/retirement-planning-estate-planning-go-hand-in-hand/): ‘Avoiding the Avoidance’ is Key to Getting Started Key Takeaways: Start retirement planning early to avoid financial stress. Understanding your... - [Election Update: What's Next for the Market & Taxes?](https://www.adamsbrownwc.com/blog/election-update-whats-next-for-the-market-taxes/): One of the more contentious elections in recent years has ended with Donald Trump elected to the first nonconsecutive presidential... - [Exploring Municipal Bonds for your Investment Portfolio](https://www.adamsbrownwc.com/blog/municipal-bonds-for-your-investment-portfolio/): Are Municipal Bonds Right for You? Key Questions Answered In our latest webinar on municipal bonds, Adams Brown Wealth Consultants’... - [What is an ERISA Bond?](https://www.adamsbrownwc.com/blog/what-is-an-erisa-bond/): Fidelity Bonds Protect Retirement Plans from Losses Due to Malfeasance Key Takeaways: ERISA requires plan sponsors to secure a fidelity... - [Election 2024: Choppy Markets Ahead?](https://www.adamsbrownwc.com/blog/election-2024-choppy-markets-ahead/): How the AAII Sentiment Survey is pointing toward possible short-term market disruptions In the playground, when all the kids jumped... - [Complexities of Fiduciary Responsibility: A Guide for Plan Sponsors](https://www.adamsbrownwc.com/blog/complexities-of-fiduciary-responsibility-a-guide-for-plan-sponsors/): Navigate Compliance, Cost Management and Participant Engagement with Confidence The role of a fiduciary plan sponsor is as critical as... - [The Fed’s Bold 0.50% Rate Cut](https://www.adamsbrownwc.com/blog/the-feds-bold-rate-cut/): Wall Street knew a change was coming, but the Fed Chair hid the details until the end At its September... - [Understanding the Importance of Rebalancing an Investment Portfolio](https://www.adamsbrownwc.com/blog/understanding-the-importance-of-rebalancing-an-investment-portfolio/): Maintaining Appropriate Risk Level for Investor’s Goals is Key Key Takeaways: Rebalancing your investment portfolio is essential to maintaining the... - [August: A Month Full of Surprises for the Market](https://www.adamsbrownwc.com/blog/august-a-month-full-of-surprises-for-the-market/): August is the month when many families take their final summer vacation. It’s also the month when back-to-school preparations start... - [Guide to Financial Planning in your 40s](https://www.adamsbrownwc.com/blog/guide-to-financial-planning-in-your-40s/): Setting your Course for a Secure Retirement Key Takeaways: Establish clear retirement objectives and regularly track your progress towards them.... - [Market Insights: Fed Goes Dove; Investors Retreat](https://www.adamsbrownwc.com/blog/market-insights-fed-goes-dove-investors-retreat/): Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected... - [Q2 Corporate Reports Start](https://www.adamsbrownwc.com/blog/q2-corporate-reports-start/): Stocks had a mixed week as disappointing corporate reports unsettled investors The Dow Jones Industrial Average picked up 0. 75... - [What’s the Q3 Business Outlook?](https://www.adamsbrownwc.com/blog/whats-the-q3-business-outlook/): Standard & Poor’s 500 companies will start reporting on business conditions in Q2 in July Investors will hear from money... - [Life Insurance can be a Key Element in an Individual’s Retirement Plan](https://www.adamsbrownwc.com/blog/advantages-of-a-lirp/): ‘LIRPs’ Can Help Fund Business Succession Key Takeaways: The clearest way to think of LIRP is as a non-qualified or... - [Is an Annuity Right for You?](https://www.adamsbrownwc.com/blog/is-an-annuity-right-for-you/): How an Annuity Can Help Plug the Gaps in Your Retirement Plan Key Takeaways: An annuity is a contract between... - [Is Social Security Going to Run Out in your Lifetime?](https://www.adamsbrownwc.com/blog/is-social-security-going-to-run-out-in-your-lifetime/): In early May, the Social Security Board of Trustees announced the trust funds had revenue to pay full benefits until... - [How Financial Advisors Work](https://www.adamsbrownwc.com/blog/how-financial-advisors-work/): Financial advisors offer more than investment advice Key Takeaways: Financial advisors provide strategic guidance tailored to complex financial situations, often... - [Frustrated Following The Fed?](https://www.adamsbrownwc.com/blog/frustrated-following-the-fed/): Stocks Bounce Back – Twice Let’s start with the conclusion: Stick with your investment strategy, and don’t let outside influences... - [Retirement Plan Sponsors Must Understand the ‘Three Fs’](https://www.adamsbrownwc.com/blog/retirement-plan-sponsors-must-understand-the-three-fs/): Fiduciary Risk, Fees and Fund Performance Key Takeaways: Fiduciary responsibility does not hide under a corporate umbrella. It is a... - [Stocks Bounce Back](https://www.adamsbrownwc.com/blog/stocks-bounce-back/): 2024 Outlook: Fed Stays the Course When you see hypothetical examples of stock market performance, the illustrations often use average... - [Proper Titling of Assets & Beneficiary Designations are Critical to your Estate Plan](https://www.adamsbrownwc.com/blog/proper-titling-of-assets-beneficiary-designations/): Re-titling Assets Contained in a Trust is Particularly Important You have signed a will, so after your death everything will... - [When Will the Fed Start Cutting Interest Rates?](https://www.adamsbrownwc.com/blog/when-will-the-fed-start-cutting-interest-rates/): The Fed’s Drive to 2% Inflation Wall Street keeps asking, “When will the Fed start cutting interest rates? ” But... - [10 Financial Management Habits to Grow Your Business](https://www.adamsbrownwc.com/blog/financial-management-habits-to-grow-your-business/): Key Practices for Driving Your Business Toward Success As a business owner, the concept of financial management might evoke images... - [Stocks Dip, Then Rally](https://www.adamsbrownwc.com/blog/stocks-dip-then-rally/): By almost any measure, 2023 was a terrific year for stock prices. The Standard & Poor’s 500 index finished up... - [Retirement Plan Changes in 2024](https://www.adamsbrownwc.com/blog/retirement-plan-changes-in-2024/): Strategic Retirement Planning with the SECURE 2. 0 Act As 2024 kicks off, business owners and individuals face significant changes... - [Navigating Qualified Small Business Stock for Optimal Estate Benefits](https://www.adamsbrownwc.com/blog/navigating-qualified-small-business-stock-for-optimal-estate-benefits/): Consider Section 1202 as Part of Your Estate and Trust Planning Leveraging the tax benefits under Internal Revenue Code Section... - [Overcoming Market Challenges & Seizing Growth Opportunities](https://www.adamsbrownwc.com/blog/overcoming-market-challenges-seizing-growth-opportunities/): Harnessing 2023’s Lessons for a Prosperous Investment Year in 2024 Navigating the stock market’s constantly changing terrain can pose challenges... - [Consumers Expect Better Days Ahead](https://www.adamsbrownwc.com/blog/consumers-expect-better-days-ahead/): Many consider the University of Michigan the gold standard for reporting on consumer sentiment and trends. Among its 50 monthly... - [Giving to Charity from your IRA](https://www.adamsbrownwc.com/blog/giving-to-charity-from-your-ira/): IRA Charitable Strategies: Combining Generosity with Tax Efficiency Many people are unaware of the tools available when giving charitably through... - [Tips for Financial Health in Retirement](https://www.adamsbrownwc.com/blog/tips-for-financial-health-in-retirement/): Making Your Retirement Savings Last and Thrive Retirement might feel like the finish line after years of diligent saving, budgeting... - [Will Middle East Tensions Push Rates Higher?](https://www.adamsbrownwc.com/blog/will-middle-east-tensions-push-rates-higher/): The Fed’s ongoing pledge of “higher interest rates for longer” has rattled financial markets and raised the cost of everything... - [A Letter to my Loved Ones Fillable Guide](https://www.adamsbrownwc.com/blog/a-letter-to-my-loved-ones-fillable-guide/): An Important Document for Ensuring Your Wishes Are Honored Facing the inevitabilities of life is never easy. But the toughest... - [Market Update: Warren Buffet Says, "Don't Watch."](https://www.adamsbrownwc.com/blog/sept-market-update/): Stocks Struggle for Direction Have you ever heard the expression, “If you love sausages, never watch how they’re made? ”... - [Millennial Savings Guide](https://www.adamsbrownwc.com/blog/millennial-savings-guide/): Crafting and Pursuing Financial Goals for Long-Term Growth Millennials often find themselves at the crossroads of critical financial decisions. Questions... - [Leveraging Traditional IRA Distributions for a Secure Retirement](https://www.adamsbrownwc.com/blog/leveraging-traditional-ira-distributions-for-a-secure-retirement/): Understanding Traditional IRA Distributions Through the Game of Golf I am a stout believer that everything in life can be... - [A New Era for Education Planning: Exploring 529 Savings Plans ](https://www.adamsbrownwc.com/blog/529-savings-plans/): 529 Plan Rollover to Roth IRA under SECURE Act 2. 0 As the costs of education continue to increase, it’s... - [Wasn't There Supposed to be a Recession?](https://www.adamsbrownwc.com/blog/summer-market-insights/): Why the Drop in Inflation was Such a Big Deal Sometimes, a picture is worth 1,000 words. So here is... - [The Financial Planning Process](https://www.adamsbrownwc.com/blog/financial-planning-process/): Building Financial Confidence: An Insight into the Financial Planning Process Recently rewatching the classic 1990s film Forrest Gump brought to... - [Donor-Advised Funds: A Guide to Strategic Charitable Giving](https://www.adamsbrownwc.com/blog/donor-advised-funds/): Maximize the Impact of your Charitable Giving Giving to charity is a great way to support causes you care about... - [FDIC Proposes Increase in Insured Limits for Checking Accounts](https://www.adamsbrownwc.com/blog/fdic-proposes-increase-in-insured-limits-for-checking-accounts/): What the Silicon Valley Bank Collapse Means for your Personal Finance Situation If you’ve flipped on the news recently, there’s... - [Stable Stocks Amidst Economic Uncertainty](https://www.adamsbrownwc.com/blog/stable-stocks-amidst-economic-uncertainty/): CEOs Talk Inflation Over the next several weeks, we will hear from corporate leaders as they update investors on their... - [Retirement Planning: Common Mistakes that can Derail your Golden Years](https://www.adamsbrownwc.com/blog/retirement-planning-common-mistakes/): Retirement is a time when people look forward to relaxing and enjoying the fruits of their labor after years of... - [Traditional vs. Roth IRA](https://www.adamsbrownwc.com/blog/traditional-vs-roth-ira/): Navigating Retirement Savings: Exploring the Pros and Cons of Traditional and Roth IRAs When it comes to retirement planning, the... - [Exploring the Benefits of an Umbrella Partnership REIT](https://www.adamsbrownwc.com/blog/benefits-umbrella-partnership-reit/): Maximize the Benefits of UPREITs Through Section 721 Investing in Umbrella Partnership Real Estate Investment Trusts (UPREITs) is becoming increasingly... - [Economic Update: Market Insights](https://www.adamsbrownwc.com/blog/market-insights/): Is the Bear Market Over? That’s a popular question. And our answer – “let’s give it a little time. ”... - [2023 Retirement Plan Contribution Limitations](https://www.adamsbrownwc.com/blog/2023-retirement-plan-contribution-limitations/): As a business owner, retirement plan contributions for 2023 should be top of mind. The IRS recently announced some of... - [Outlook 2023: Economic Update](https://www.adamsbrownwc.com/blog/outlook-2023-economic-update/): Interest Rates, COLA Increase & Recordkeeping What does the bond market know that the Fed isn’t telling us? Fed officials... - [5 Steps to Navigating a Market Sell Off](https://www.adamsbrownwc.com/blog/5-steps-to-navigating-a-market-sell-off/): Personal Planning Guidance As the markets continue to experience wild swings, investors are facing difficult decisions. Many investors are looking... - [Economic Update from Adams Brown Wealth](https://www.adamsbrownwc.com/blog/economic-update-from-adams-brown-wealth/): Interest Rates, the Stock Market & Backup Withholding Is the Fed Ready to Pause? Over the years, the Fed has... - [Inflation and Your Investments](https://www.adamsbrownwc.com/blog/inflation-your-investments/): Effects of inflation in light of the recent spike Understanding how inflation and economic swings affect the stock and bond... - [Four Ways to Turbocharge Participation in Your Company's 401(k) Plan](https://www.adamsbrownwc.com/blog/four-ways-to-turbocharge-participation-in-your-companys-401k-plan/): Key Features that Drive Growth of Participants’ Savings The average annual 401(k) savings rate for plan participants clocked in at... - [Strategic Investing Can Keep Portfolios Strong Amid Volatile Economy](https://www.adamsbrownwc.com/blog/strategic-investing-can-keep-portfolios-strong-amid-volatile-economy/): Weighting of Certain Types of Investments is Key Protecting your investment portfolio from a volatile economy requires proactive management and... - [‘Life Insurance Retirement Plans’ – LIRPs – Offer Tax-Free Savings](https://www.adamsbrownwc.com/blog/life-insurance-retirement-plans-lirps-tax-free-savings/): Long-term Approach is Essential For retirement savers who have maxed out contributions to other qualified retirement vehicles such as 401(k)... - [3 Ways to Save for Your Child's Education](https://www.adamsbrownwc.com/blog/3-ways-to-save-for-your-childs-education/): Is college in your child’s future? Whether it’s just a couple of years away or your kids are still in... - [High Income May Result in Medicare Premium Surcharge](https://www.adamsbrownwc.com/blog/high-income-may-result-in-medicare-premium-surcharge/): ‘Life-changing Events’ or Strategic Planning Can Help Avoid IRMAA Taxpayers who are nearing age 65 and considering signing up for... - [The Time Value of Money and Why Saving for Retirement Early Makes a Difference](https://www.adamsbrownwc.com/blog/the-time-value-of-money-and-why-saving-for-retirement-early-makes-a-difference/): In investing, and in life, the greatest power we have is time. Learning how to invest at an early age... - [How to Pull Through a Pullback](https://www.adamsbrownwc.com/blog/how-to-pull-through-a-pullback/): Webinar Offers Investor Insight and Strategies to Overcome a Downturn Pullbacks in the market are normal. One need only look... - [Strategic Approach to Balancing Traditional and Roth Retirement Savings](https://www.adamsbrownwc.com/blog/strategic-approach-to-balancing-traditional-and-roth-retirement-savings/): Tax Efficiency Today and Tomorrow Drive the Decision For retirees and pre-retirees, a strategic approach to balancing traditional retirement savings... - [How to Save Outside Your 401(k) Plan](https://www.adamsbrownwc.com/blog/how-to-save-outside-your-401k-plan/): Most Americans have access to a 401(k) plan through work. 2021 data from the U. S. Bureau of Labor Statistics... - [How Are Your Finances Shaping Up in 2022?](https://www.adamsbrownwc.com/blog/how-are-your-finances-shaping-up-in-2022/): Time in the Market, not Timing the Market As we continue in a time of uncertainty, it’s important to consider... - [Inflation and Ukraine War Fuel Market Volatility](https://www.adamsbrownwc.com/blog/inflation-and-ukraine-war-fuel-market-volatility/): Economic turmoil and geopolitical events have landed on our doorstep and nearly all investors have felt the impact. The headlines... - [There’s Still Time to Contribute to Your Retirement Account for 2021](https://www.adamsbrownwc.com/blog/theres-still-time-to-contribute-to-your-retirement-account-for-2021/): A retirement plan, if offered by your employer, can be one of the easiest and most effective ways to save... - [Smaller Businesses Adding 401(k) Plans to Aid Recruiting and Retention](https://www.adamsbrownwc.com/blog/smaller-businesses-adding-401k-plans-to-aid-recruiting-and-retention/): It seems 401(k) retirement plans are ubiquitous in the American workplace, but in fact, only two-thirds of U. S. workers... - [Roth IRA: Superhero of Savings Vehicles](https://www.adamsbrownwc.com/blog/roth-ira-superhero-of-savings-vehicles/): Build Retirement Savings and Manage Your Estate When it comes to saving for retirement and estate building, the Roth IRA... --- ## FAQs - [What is personal financial planning?](https://www.adamsbrownwc.com/blog/faqs/personal-financial-planning/): Personal financial planning is the process of organizing and managing your finances so you can achieve the life you want,... - [Why is financial planning important?](https://www.adamsbrownwc.com/blog/faqs/why-is-financial-planning-important/): You’ve probably heard the famous quote: “if you fail to plan, you are planning to fail” by Benjamin Franklin. This... - [What is the financial planning process?](https://www.adamsbrownwc.com/blog/faqs/what-is-the-financial-planning-process/): Creating a comprehensive financial plan involves following a seven-step process. While some steps may require more time and work than... - [How do I choose a financial advisor?](https://www.adamsbrownwc.com/blog/faqs/how-do-i-choose-a-financial-advisor/): Selecting a financial advisor involves assessing both tangible qualifications and intangible qualities: Quantifiable Factors Expertise: Ensure the advisor has experience... - [Can financial advisors give tax advice?](https://www.adamsbrownwc.com/blog/faqs/can-financial-advisors-give-tax-advice/): Financial advisors are equipped to consider your tax situation as it relates to your overall financial picture, but they typically... - [Sample WC FAQ](https://www.adamsbrownwc.com/blog/faqs/test-faq/): SAMPLE FAQ DESCRIPTION --- ## Offers - [Pull Through a Pullback - Webinar Replay](https://www.adamsbrownwc.com/offers/pull-through-a-pullback-webinar-replay/) - [Mid-Year Market Review: Navigating Uncertainty](https://www.adamsbrownwc.com/offers/mid-year-market-review-navigating-uncertainty/) - [Navigating a Sudden Wealth Event](https://www.adamsbrownwc.com/offers/navigating-a-sudden-wealth-event/) - [Retirement Plan Provider Selection](https://www.adamsbrownwc.com/offers/retirement-plan-provider-selection/) - [Tax Loss Harvesting & RMD Planning](https://www.adamsbrownwc.com/offers/tax-loss-harvesting/) - [Municipal Bonds & Tax Equivalent Yields](https://www.adamsbrownwc.com/offers/municipal-bonds-tax-equivalent-yields/) - [The 3 Fs Webinar Replay](https://www.adamsbrownwc.com/offers/the-3-fs-webinar-replay/) - [Navigating a Market Sell Off Webinar Replay](https://www.adamsbrownwc.com/offers/navigating-a-market-sell-off-webinar-replay/) - [Webinar: A Letter to My Loved Ones: Preparing your Estate](https://www.adamsbrownwc.com/offers/webinar-a-letter-to-my-loved-ones-preparing-your-estate/) - [Secure Act 2.0 Changes](https://www.adamsbrownwc.com/offers/secure-act-2-0-plan-sponsor-changes/) - [Estate Webinar Replay](https://www.adamsbrownwc.com/offers/estate-planning-webinar-replay/) - [Love Letters Guide](https://www.adamsbrownwc.com/offers/love-letters-guide/) - [Live Webinar: Navigating a Market Sell Off](https://www.adamsbrownwc.com/offers/navigating-a-market-sell-off/) - [Office Locations](https://www.adamsbrownwc.com/offers/office-locations/) --- ## Locations - [Little Rock, AR](https://www.adamsbrownwc.com/locations/little-rock-ar/) - [Great Bend, KS](https://www.adamsbrownwc.com/locations/great-bend-wealth-consultants/) - [Hays, KS](https://www.adamsbrownwc.com/locations/hays-ks/) - [Hutchinson, KS](https://www.adamsbrownwc.com/locations/hutchinson-ks/) - [Jonesboro, AR](https://www.adamsbrownwc.com/locations/jonesboro-ar/) - [McPherson, KS](https://www.adamsbrownwc.com/locations/mcpherson-ks/) - [Overland Park, KS](https://www.adamsbrownwc.com/locations/overland-park-ks/) - [Wichita, KS](https://www.adamsbrownwc.com/locations/wichita-ks/) --- ## News - [Your Financial Life Doesn’t Fit in a Box — and Neither Should your Advisor](https://www.adamsbrownwc.com/news/advisors-to-watch-national-recognition/): Adams Brown Wealth Consultants Earns National Recognition for Going Beyond One-Size-Fits-All Planning When was the last time you felt truly... - [Independent Advice, Recognized Results](https://www.adamsbrownwc.com/news/adams-brown-independent-advisors-award/): National Honor Highlights a Personal, Client-First Approach to Wealth Management Financial success creates complexity. Business transitions, tax exposure, estate considerations,... - [Adams Brown Wealth Consultants Recognized Nationally for Holistic Approach to Financial Services](https://www.adamsbrownwc.com/news/national-award-holistic-financial-services/): Every Client Has a Different Story When your financial life spans business ownership, estate planning and long-term legacy goals, you... - [Strategic Wealth Management Starts with the Big Picture](https://www.adamsbrownwc.com/news/strategic-wealth-management-starts-with-the-big-picture/): Holistic Financial Strategies Designed with Taxes in Mind are Helping People Protect and Grow their Wealth For individuals, families and... - [Adams Brown Stands Out in Competitive Field for RIA Team of the Year Award](https://www.adamsbrownwc.com/news/adams-brown-stands-out-in-competitive-field-for-ria-team-of-the-year-award/): Award Highlights Firm’s Integrated Approach to Tax and Wealth Strategy When your wealth strategy is integrated with your tax plan,... - [Adams Brown Wealth Consultants Earns National 401(k) Advisory Honor](https://www.adamsbrownwc.com/news/adams-brown-wealth-consultants-earns-national-401k-advisory-honor/): Recognition underscores the firm’s role in simplifying plan management for today’s busy business owners Running a business is tough enough—keeping... - [InvestmentNews Highlights Justin Mitchell for Comprehensive Financial Advice](https://www.adamsbrownwc.com/news/top-100-financial-advisor/): Steady Growth, Strong Leadership: Justin Mitchell Makes the Top 100 In today’s climate, business owners and executives often turn to... - [Only Kansas Firm in Top 150 Financial Advisor Rankings](https://www.adamsbrownwc.com/news/sole-kansas-firm-in-top-150-financial-advisor-rankings/): Adams Brown Recognized for Excellence in Wealth Management Money can be complicated, and finding personalized financial advice can make a... - [Stay the Course: Adams Brown Wealth Consultants Recognized as 2023 Wealth Magnet](https://www.adamsbrownwc.com/?post_type=news&p=36230): Adams Brown Wealth Consultants Earns Spot Among Nation’s Top Firms Adams Brown Wealth Consultants has ranked among the nation’s top... --- ## Webinars - [Mid-Year Market Review: Navigating Uncertainty](https://www.adamsbrownwc.com/webinars/mid-year-market-review-navigating-uncertainty-2025/): The economy’s sending mixed signals, and it’s tough to know what’s next In a time when headlines shift daily and... - [Tariffs: Economic & Market Effects](https://www.adamsbrownwc.com/webinars/tariffs-economic-and-market-effects/): Understanding the Impact of Tariffs on your Investments Are you concerned about how tariffs might affect your financial portfolio? Do... - [Mastering the Match: Due Diligence Strategies for Retirement Plan Provider Selection & Monitoring ](https://www.adamsbrownwc.com/webinars/retirement-plan-selection/): Making the Right Retirement Plan Choice for Your Company Is it time to evaluate or select a new retirement plan... - [Municipal Bonds & Tax Equivalent Yields](https://www.adamsbrownwc.com/webinars/municipal-bonds-tax-equivalent-yields/): Help Maximize your Investment Returns while Minimizing Taxes Are you searching for a safe, tax-advantaged way to diversify your investment... - [Financial Planning Simplified: MoneyGuidePro Demo](https://www.adamsbrownwc.com/webinars/financial-planning-simplified-moneyguide-pro-demo/): A Powerful Tool to Help Plan for Retirement & Achieve your Financial Goals Planning for retirement involves more than just... - [Navigating the Complexities of the Three Fs: Fiduciary Risk, Fees & Fund Performance](https://www.adamsbrownwc.com/webinars/fiduciary-risk-fees-and-fund-performance/): Optimize your Retirement Plan Are you a retirement plan sponsor or business owner feeling overwhelmed by fiduciary responsibilities? Struggling to... - [A Letter to My Loved Ones: Preparing your Estate](https://www.adamsbrownwc.com/webinars/a-letter-to-my-loved-ones-preparing-your-estate/): Insights into Organizing, Documenting & Communicating Your Estate Plans When it comes to estate planning, there is a common notion... - [Tax Loss Harvesting & RMD Planning](https://www.adamsbrownwc.com/webinars/tax-loss-harvesting-rmd-planning/): Maximizing Year-End Financial Benefits The markets in 2023 have experienced pronounced volatility, primarily driven by banking and inflation concerns. This... - [Estate & Tax Planning - A Pathway to Wealth Preservation](https://www.adamsbrownwc.com/webinars/estate-tax-planning/): Secure your financial future and protect your legacy Navigating estate planning is important to managing wealth and securing financial stability... - [Secure Act 2.0](https://www.adamsbrownwc.com/webinars/secure-act-2-0/): Changes Affecting Retirement Plans Secure 2. 0 builds upon the original SECURE Act from 2019 with the goal of further... - [Navigating a Market Sell Off](https://www.adamsbrownwc.com/webinars/navigating-a-market-sell-off/): Personal Planning Guidance With rising inflation and interest rates creating concerns over financial security, you may ask yourself: How can... - [How to Pull Through a Pullback](https://www.adamsbrownwc.com/webinars/how-to-pull-through-a-pullback/): Are you keeping an eye on the pullback in the stock market? As we enter another year of uncertainty, it’s... --- ## Events - [The Executive Education Series: Lunch & Learn](https://www.adamsbrownwc.com/events/exec-education-series-lunch-and-learn/) - [The Executive Education Series - Inaugural Session](https://www.adamsbrownwc.com/events/executive-education-series-inaugural-session/) --- ## Guides - [A Letter to my Loved Ones - Fillable Guide](https://www.adamsbrownwc.com/guides/letter-to-my-loved-ones-fillable-guide/): A Fillable Guide to Asset Management & Post-Mortem Instructions Making arrangements for your passing is never a pleasant task, but... - [Navigating a Sudden Wealth Event](https://www.adamsbrownwc.com/guides/navigating-a-sudden-wealth-event/): Wealth is more than a number. Experiencing a significant influx of wealth, whether from a legal settlement, inheritance or sale... --- ## Culture --- # # Detailed Content ## Pages --- ## Posts - Published: 2026-01-08 - Modified: 2026-01-11 - URL: https://www.adamsbrownwc.com/blog/how-wall-street-and-tax-changes-shape-the-year-ahead/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning, Wealth Management --- - Published: 2026-01-01 - Modified: 2026-01-04 - URL: https://www.adamsbrownwc.com/blog/hsa-changes-under-one-big-beautiful-bill/ - Categories: Dental Practices, Physicians & Healthcare, Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning --- - Published: 2025-12-18 - Modified: 2025-12-25 - URL: https://www.adamsbrownwc.com/blog/fickle-fed-focused-on-jobs/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning, Wealth Management --- - Published: 2025-12-16 - Modified: 2026-01-06 - URL: https://www.adamsbrownwc.com/blog/strategies-to-help-lower-your-tax-bill/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning --- - Published: 2025-12-02 - Modified: 2025-12-03 - URL: https://www.adamsbrownwc.com/blog/2026-financial-outlook/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning --- - Published: 2025-11-25 - Modified: 2025-11-17 - URL: https://www.adamsbrownwc.com/blog/relationship-between-interest-rate-cuts-and-risk-assets/ - Categories: Closely-held Business - Tags: Personal Financial Planning, Tax & Financial Planning, Wealth Management --- - Published: 2025-11-25 - Modified: 2025-11-25 - URL: https://www.adamsbrownwc.com/blog/irs-raises-retirement-contribution-limits/ - Categories: Uncategorized - Tags: Individual Retirement Planning, Personal Financial Planning, Retirement Plan Services, Tax & Financial Planning --- - Published: 2025-11-10 - Modified: 2025-11-11 - URL: https://www.adamsbrownwc.com/blog/whats-the-outlook-for-interest-rates/ - Categories: Closely-held Business - Tags: Personal Financial Planning, Tax & Financial Planning, Wealth Management --- - Published: 2025-10-23 - Modified: 2025-11-11 - URL: https://www.adamsbrownwc.com/blog/how-can-alt-investments-strengthen-your-401k-strategy/ - Categories: Closely-held Business, Uncategorized - Tags: Individual Retirement Planning, Retirement Plan Services, Tax & Financial Planning --- - Published: 2025-09-30 - Modified: 2025-10-06 - URL: https://www.adamsbrownwc.com/blog/fed-rate-cut-financial-insights/ - Categories: Closely-held Business - Tags: Personal Financial Planning, Tax & Financial Planning, Wealth Management --- - Published: 2025-09-23 - Modified: 2025-09-23 - URL: https://www.adamsbrownwc.com/blog/how-can-a-financial-advisor-help-with-retirement-planning/ - Categories: Uncategorized - Tags: Individual Retirement Planning, Personal Financial Planning, Tax & Financial Planning, Wealth Management --- - Published: 2025-09-01 - Modified: 2025-08-29 - URL: https://www.adamsbrownwc.com/blog/prepare-for-healthcare-costs-in-retirement/ - Categories: Uncategorized - Tags: Individual Retirement Planning, Personal Financial Planning, Wealth Management --- - Published: 2025-08-19 - Modified: 2025-08-22 - URL: https://www.adamsbrownwc.com/blog/new-tax-laws-and-economic-trends-insights-for-2025/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning, Wealth Management --- - Published: 2025-08-18 - Modified: 2025-08-22 - URL: https://www.adamsbrownwc.com/blog/a-new-chapter-in-tax-planning/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning, Wealth Management --- - Published: 2025-08-07 - Modified: 2025-08-01 - URL: https://www.adamsbrownwc.com/blog/investing-in-ai-stocks/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-07-23 - Modified: 2025-08-22 - URL: https://www.adamsbrownwc.com/blog/new-tax-law-new-planning-opportunities/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-07-17 - Modified: 2025-08-06 - URL: https://www.adamsbrownwc.com/blog/investing-in-real-estate-without-actively-managing-it-is-it-right-for-you/ - Categories: Closely-held Business, Construction - Tags: Personal Financial Planning, Tax & Financial Planning, Wealth Management --- - Published: 2025-07-09 - Modified: 2025-07-03 - URL: https://www.adamsbrownwc.com/blog/staying-grounded-in-a-shifting-market/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-06-25 - Modified: 2025-06-25 - URL: https://www.adamsbrownwc.com/blog/egg-onomics-a-lesson-in-price-moves/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-06-19 - Modified: 2025-07-07 - URL: https://www.adamsbrownwc.com/blog/how-to-retire-early-strategies-to-reach-financial-freedom/ - Categories: Closely-held Business - Tags: Individual Retirement Planning, Personal Financial Planning, Wealth Management --- - Published: 2025-06-12 - Modified: 2025-06-19 - URL: https://www.adamsbrownwc.com/blog/401k-considerations-in-ma-transactions/ - Categories: Uncategorized - Tags: Mergers & Acquisition, Retirement Plan Services, Wealth Management --- - Published: 2025-06-05 - Modified: 2025-06-27 - URL: https://www.adamsbrownwc.com/blog/annuities-stable-low-risk-investment-option/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-05-22 - Modified: 2025-05-22 - URL: https://www.adamsbrownwc.com/blog/whats-next-for-interest-rates-inflation/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-05-01 - Modified: 2025-04-25 - URL: https://www.adamsbrownwc.com/blog/why-is-financial-planning-important/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning --- - Published: 2025-04-24 - Modified: 2025-04-25 - URL: https://www.adamsbrownwc.com/blog/upbeat-inflation-report-lost-in-tariff-shadow/ - Categories: Closely-held Business - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-04-17 - Modified: 2025-12-03 - URL: https://www.adamsbrownwc.com/blog/i-left-my-job-what-do-i-do-with-my-401k/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2025-04-03 - Modified: 2025-06-19 - URL: https://www.adamsbrownwc.com/blog/creating-a-retirement-withdrawal-strategy-that-works/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-03-19 - Modified: 2025-03-18 - URL: https://www.adamsbrownwc.com/blog/stock-pullbacks-are-helpful-not-hurtful/ - Categories: Closely-held Business - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-03-18 - Modified: 2025-03-14 - URL: https://www.adamsbrownwc.com/blog/balancing-growth-risk-in-your-portfolio/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-02-27 - Modified: 2025-08-20 - URL: https://www.adamsbrownwc.com/blog/careful-coordination-of-assets-can-achieve-tax-efficiency-in-your-investment-portfolio/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-02-20 - Modified: 2025-12-03 - URL: https://www.adamsbrownwc.com/blog/the-politics-of-consumer-confidence/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2025-02-10 - Modified: 2025-02-06 - URL: https://www.adamsbrownwc.com/blog/sequence-of-returns-risk-what-it-is-how-to-prepare-for-it/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2025-02-04 - Modified: 2025-06-19 - URL: https://www.adamsbrownwc.com/blog/5-tax-efficient-ways-to-transfer-wealth-to-the-next-generation/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning, Wealth Management --- - Published: 2025-01-20 - Modified: 2025-01-15 - URL: https://www.adamsbrownwc.com/blog/secure-2-0-expands-retirement-plan-participation-benefits-in-2025/ - Categories: Closely-held Business - Tags: Personal Financial Planning, Retirement Plan Services --- - Published: 2025-01-15 - Modified: 2025-01-15 - URL: https://www.adamsbrownwc.com/blog/2025-financial-landscape/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2024-12-30 - Modified: 2025-01-03 - URL: https://www.adamsbrownwc.com/blog/build-a-retirement-plan-that-works-for-your-business-employees/ - Categories: Closely-held Business - Tags: Retirement Plan Services --- - Published: 2024-12-03 - Modified: 2024-12-06 - URL: https://www.adamsbrownwc.com/blog/how-does-tax-loss-harvesting-work/ - Categories: Uncategorized - Tags: Tax & Financial Planning --- - Published: 2024-11-21 - Modified: 2024-12-06 - URL: https://www.adamsbrownwc.com/blog/retirement-planning-estate-planning-go-hand-in-hand/ - Categories: Uncategorized - Tags: Estate Trust Gift Planning, Personal Financial Planning --- - Published: 2024-11-20 - Modified: 2024-11-21 - URL: https://www.adamsbrownwc.com/blog/election-update-whats-next-for-the-market-taxes/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2024-11-13 - Modified: 2024-11-26 - URL: https://www.adamsbrownwc.com/blog/municipal-bonds-for-your-investment-portfolio/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2024-10-24 - Modified: 2024-10-17 - URL: https://www.adamsbrownwc.com/blog/what-is-an-erisa-bond/ - Categories: Closely-held Business - Tags: Retirement Plan Services --- - Published: 2024-10-23 - Modified: 2024-10-24 - URL: https://www.adamsbrownwc.com/blog/election-2024-choppy-markets-ahead/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2024-10-08 - Modified: 2025-09-24 - URL: https://www.adamsbrownwc.com/blog/complexities-of-fiduciary-responsibility-a-guide-for-plan-sponsors/ - Categories: Closely-held Business - Tags: Retirement Plan Services --- - Published: 2024-09-25 - Modified: 2024-09-26 - URL: https://www.adamsbrownwc.com/blog/the-feds-bold-rate-cut/ - Categories: Closely-held Business - Tags: Personal Financial Planning --- - Published: 2024-09-12 - Modified: 2024-11-25 - URL: https://www.adamsbrownwc.com/blog/understanding-the-importance-of-rebalancing-an-investment-portfolio/ - Categories: Uncategorized - Tags: Estate Trust Gift Planning, Personal Financial Planning --- - Published: 2024-08-28 - Modified: 2024-11-26 - URL: https://www.adamsbrownwc.com/blog/august-a-month-full-of-surprises-for-the-market/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2024-08-13 - Modified: 2024-08-08 - URL: https://www.adamsbrownwc.com/blog/guide-to-financial-planning-in-your-40s/ - Categories: Uncategorized - Tags: Tax & Financial Planning --- - Published: 2024-08-05 - Modified: 2024-08-06 - URL: https://www.adamsbrownwc.com/blog/market-insights-fed-goes-dove-investors-retreat/ - Categories: Closely-held Business - Tags: Personal Financial Planning --- - Published: 2024-07-31 - Modified: 2024-10-30 - URL: https://www.adamsbrownwc.com/blog/q2-corporate-reports-start/ - Categories: Closely-held Business - Tags: Personal Financial Planning --- - Published: 2024-07-11 - Modified: 2025-07-20 - URL: https://www.adamsbrownwc.com/blog/whats-the-q3-business-outlook/ - Categories: Closely-held Business - Tags: Personal Financial Planning --- - Published: 2024-07-09 - Modified: 2025-12-10 - URL: https://www.adamsbrownwc.com/blog/advantages-of-a-lirp/ - Categories: Closely-held Business - Tags: Estate Trust Gift Planning, Insurance & Risk Management --- - Published: 2024-06-18 - Modified: 2024-06-05 - URL: https://www.adamsbrownwc.com/blog/is-an-annuity-right-for-you/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2024-05-30 - Modified: 2024-11-26 - URL: https://www.adamsbrownwc.com/blog/is-social-security-going-to-run-out-in-your-lifetime/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2024-05-21 - Modified: 2024-07-31 - URL: https://www.adamsbrownwc.com/blog/how-financial-advisors-work/ - Categories: Uncategorized - Tags: Tax & Financial Planning --- - Published: 2024-05-03 - Modified: 2024-07-31 - URL: https://www.adamsbrownwc.com/blog/frustrated-following-the-fed/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2024-04-30 - Modified: 2025-09-24 - URL: https://www.adamsbrownwc.com/blog/retirement-plan-sponsors-must-understand-the-three-fs/ - Categories: Uncategorized - Tags: Retirement Plan Services --- - Published: 2024-03-27 - Modified: 2024-03-28 - URL: https://www.adamsbrownwc.com/blog/stocks-bounce-back/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2024-03-14 - Modified: 2024-11-25 - URL: https://www.adamsbrownwc.com/blog/proper-titling-of-assets-beneficiary-designations/ - Categories: Uncategorized - Tags: Estate Trust Gift Planning, Wealth Management --- - Published: 2024-02-28 - Modified: 2024-02-29 - URL: https://www.adamsbrownwc.com/blog/when-will-the-fed-start-cutting-interest-rates/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2024-02-01 - Modified: 2024-07-31 - URL: https://www.adamsbrownwc.com/blog/financial-management-habits-to-grow-your-business/ - Categories: Uncategorized - Tags: Tax & Financial Planning --- - Published: 2024-01-25 - Modified: 2024-11-26 - URL: https://www.adamsbrownwc.com/blog/stocks-dip-then-rally/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2024-01-09 - Modified: 2024-01-10 - URL: https://www.adamsbrownwc.com/blog/retirement-plan-changes-in-2024/ - Categories: Uncategorized - Tags: Retirement Plan Services --- - Published: 2024-01-02 - Modified: 2024-11-25 - URL: https://www.adamsbrownwc.com/blog/navigating-qualified-small-business-stock-for-optimal-estate-benefits/ - Categories: Uncategorized - Tags: Estate Trust Gift Planning, Tax & Financial Planning --- - Published: 2023-12-27 - Modified: 2023-12-18 - URL: https://www.adamsbrownwc.com/blog/overcoming-market-challenges-seizing-growth-opportunities/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning --- - Published: 2023-11-30 - Modified: 2023-11-29 - URL: https://www.adamsbrownwc.com/blog/consumers-expect-better-days-ahead/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2023-11-16 - Modified: 2025-06-25 - URL: https://www.adamsbrownwc.com/blog/giving-to-charity-from-your-ira/ - Categories: Uncategorized - Tags: Individual Retirement Planning, Personal Financial Planning, Tax & Financial Planning --- - Published: 2023-11-01 - Modified: 2025-06-25 - URL: https://www.adamsbrownwc.com/blog/tips-for-financial-health-in-retirement/ - Categories: Uncategorized - Tags: Individual Retirement Planning, Tax & Financial Planning --- - Published: 2023-10-19 - Modified: 2023-11-15 - URL: https://www.adamsbrownwc.com/blog/will-middle-east-tensions-push-rates-higher/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2023-10-06 - Modified: 2025-03-05 - URL: https://www.adamsbrownwc.com/blog/a-letter-to-my-loved-ones-fillable-guide/ - Categories: Uncategorized - Tags: Wealth Management --- - Published: 2023-09-27 - Modified: 2024-01-26 - URL: https://www.adamsbrownwc.com/blog/sept-market-update/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2023-09-26 - Modified: 2023-11-06 - URL: https://www.adamsbrownwc.com/blog/millennial-savings-guide/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning, Wealth Management --- - Published: 2023-08-31 - Modified: 2025-06-25 - URL: https://www.adamsbrownwc.com/blog/leveraging-traditional-ira-distributions-for-a-secure-retirement/ - Categories: Uncategorized - Tags: Individual Retirement Planning, Personal Financial Planning --- - Published: 2023-08-15 - Modified: 2024-01-26 - URL: https://www.adamsbrownwc.com/blog/529-savings-plans/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2023-08-02 - Modified: 2024-11-26 - URL: https://www.adamsbrownwc.com/blog/summer-market-insights/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2023-07-05 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/financial-planning-process/ - Categories: Uncategorized - Tags: Tax & Financial Planning --- - Published: 2023-05-18 - Modified: 2024-11-25 - URL: https://www.adamsbrownwc.com/blog/donor-advised-funds/ - Categories: Uncategorized - Tags: Estate Trust Gift Planning, Wealth Management --- - Published: 2023-04-28 - Modified: 2024-11-26 - URL: https://www.adamsbrownwc.com/blog/fdic-proposes-increase-in-insured-limits-for-checking-accounts/ - Categories: Uncategorized - Tags: Insurance & Risk Management --- - Published: 2023-04-27 - Modified: 2024-11-26 - URL: https://www.adamsbrownwc.com/blog/stable-stocks-amidst-economic-uncertainty/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2023-04-20 - Modified: 2025-06-25 - URL: https://www.adamsbrownwc.com/blog/retirement-planning-common-mistakes/ - Categories: Uncategorized - Tags: Individual Retirement Planning, Personal Financial Planning --- - Published: 2023-03-28 - Modified: 2025-06-25 - URL: https://www.adamsbrownwc.com/blog/traditional-vs-roth-ira/ - Categories: Uncategorized - Tags: Individual Retirement Planning, Retirement Plan Services --- - Published: 2023-02-23 - Modified: 2023-02-17 - URL: https://www.adamsbrownwc.com/blog/benefits-umbrella-partnership-reit/ - Categories: Uncategorized - Tags: Tax & Financial Planning --- - Published: 2023-02-03 - Modified: 2025-03-03 - URL: https://www.adamsbrownwc.com/blog/market-insights/ - Categories: Uncategorized - Tags: Wealth Management --- - Published: 2023-01-10 - Modified: 2024-01-10 - URL: https://www.adamsbrownwc.com/blog/2023-retirement-plan-contribution-limitations/ - Categories: Uncategorized --- - Published: 2023-01-04 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/outlook-2023-economic-update/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning --- - Published: 2023-01-03 - Modified: 2025-05-29 - URL: https://www.adamsbrownwc.com/blog/5-steps-to-navigating-a-market-sell-off/ - Categories: Closely-held Business - Tags: Personal Financial Planning --- - Published: 2022-12-02 - Modified: 2022-12-14 - URL: https://www.adamsbrownwc.com/blog/economic-update-from-adams-brown-wealth/ - Categories: Uncategorized - Tags: Wealth Management --- - Published: 2022-11-07 - Modified: 2024-06-05 - URL: https://www.adamsbrownwc.com/blog/inflation-your-investments/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2022-10-20 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/four-ways-to-turbocharge-participation-in-your-companys-401k-plan/ - Categories: Uncategorized - Tags: Retirement Plan Services --- - Published: 2022-10-05 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/strategic-investing-can-keep-portfolios-strong-amid-volatile-economy/ - Categories: Uncategorized - Tags: Personal Financial Planning, Wealth Management --- - Published: 2022-09-21 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/life-insurance-retirement-plans-lirps-tax-free-savings/ - Categories: Uncategorized - Tags: Insurance & Risk Management --- - Published: 2022-08-24 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/3-ways-to-save-for-your-childs-education/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2022-08-09 - Modified: 2022-07-12 - URL: https://www.adamsbrownwc.com/blog/high-income-may-result-in-medicare-premium-surcharge/ - Categories: Uncategorized - Tags: Insurance & Risk Management, Wealth Management --- - Published: 2022-07-28 - Modified: 2025-06-25 - URL: https://www.adamsbrownwc.com/blog/the-time-value-of-money-and-why-saving-for-retirement-early-makes-a-difference/ - Categories: Uncategorized - Tags: Individual Retirement Planning, Retirement Plan Services --- - Published: 2022-07-11 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/how-to-pull-through-a-pullback/ - Categories: Uncategorized - Tags: Personal Financial Planning, Tax & Financial Planning --- - Published: 2022-06-29 - Modified: 2025-06-25 - URL: https://www.adamsbrownwc.com/blog/strategic-approach-to-balancing-traditional-and-roth-retirement-savings/ - Categories: Uncategorized - Tags: Individual Retirement Planning, Personal Financial Planning, Retirement Plan Services --- - Published: 2022-05-26 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/how-to-save-outside-your-401k-plan/ - Categories: Uncategorized - Tags: Insurance & Risk Management, Personal Financial Planning, Wealth Management --- - Published: 2022-04-25 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/how-are-your-finances-shaping-up-in-2022/ - Categories: Uncategorized - Tags: Tax & Financial Planning, Wealth Management --- - Published: 2022-04-12 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/inflation-and-ukraine-war-fuel-market-volatility/ - Categories: Uncategorized - Tags: Tax & Financial Planning, Wealth Management --- - Published: 2022-04-07 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/theres-still-time-to-contribute-to-your-retirement-account-for-2021/ - Categories: Uncategorized - Tags: Tax & Financial Planning --- - Published: 2022-03-21 - Modified: 2024-01-29 - URL: https://www.adamsbrownwc.com/blog/smaller-businesses-adding-401k-plans-to-aid-recruiting-and-retention/ - Categories: Uncategorized - Tags: Personal Financial Planning, Retirement Plan Services --- - Published: 2022-02-22 - Modified: 2025-06-25 - URL: https://www.adamsbrownwc.com/blog/roth-ira-superhero-of-savings-vehicles/ - Categories: Uncategorized - Tags: Individual Retirement Planning, Personal Financial Planning, Retirement Plan Services --- --- ## FAQs - Published: 2025-12-04 - Modified: 2025-12-04 - 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Published: 2025-07-21 - Modified: 2025-07-24 - URL: https://www.adamsbrownwc.com/news/advisors-to-watch-national-recognition/ --- - Published: 2025-06-18 - Modified: 2025-07-14 - URL: https://www.adamsbrownwc.com/news/adams-brown-independent-advisors-award/ --- - Published: 2025-06-18 - Modified: 2025-07-07 - URL: https://www.adamsbrownwc.com/news/national-award-holistic-financial-services/ --- - Published: 2025-06-18 - Modified: 2025-07-07 - URL: https://www.adamsbrownwc.com/news/strategic-wealth-management-starts-with-the-big-picture/ --- - Published: 2025-05-02 - Modified: 2025-05-04 - URL: https://www.adamsbrownwc.com/news/adams-brown-stands-out-in-competitive-field-for-ria-team-of-the-year-award/ --- - Published: 2025-04-03 - Modified: 2025-04-09 - URL: https://www.adamsbrownwc.com/news/adams-brown-wealth-consultants-earns-national-401k-advisory-honor/ --- - Published: 2025-03-17 - Modified: 2025-03-17 - URL: https://www.adamsbrownwc.com/news/top-100-financial-advisor/ --- - Published: 2024-06-25 - Modified: 2024-08-06 - URL: https://www.adamsbrownwc.com/news/sole-kansas-firm-in-top-150-financial-advisor-rankings/ --- - Published: 2023-06-30 - Modified: 2026-01-09 - URL: https://www.adamsbrownwc.com/?post_type=news&p=36230 --- --- ## Webinars - Published: 2025-05-20 - Modified: 2025-06-27 - URL: https://www.adamsbrownwc.com/webinars/mid-year-market-review-navigating-uncertainty-2025/ - Categories: Uncategorized --- - Published: 2025-02-18 - Modified: 2025-03-28 - URL: https://www.adamsbrownwc.com/webinars/tariffs-economic-and-market-effects/ --- - Published: 2024-10-15 - Modified: 2024-12-17 - URL: https://www.adamsbrownwc.com/webinars/retirement-plan-selection/ - Categories: Closely-held Business - Tags: Retirement Plan Services --- - Published: 2024-09-05 - Modified: 2024-12-17 - URL: https://www.adamsbrownwc.com/webinars/municipal-bonds-tax-equivalent-yields/ - Categories: Uncategorized --- - Published: 2024-07-18 - Modified: 2025-02-24 - URL: https://www.adamsbrownwc.com/webinars/financial-planning-simplified-moneyguide-pro-demo/ - Categories: Uncategorized - Tags: Personal Financial Planning --- - Published: 2024-06-27 - Modified: 2024-12-17 - URL: https://www.adamsbrownwc.com/webinars/fiduciary-risk-fees-and-fund-performance/ --- - Published: 2024-02-15 - Modified: 2024-12-17 - URL: https://www.adamsbrownwc.com/webinars/a-letter-to-my-loved-ones-preparing-your-estate/ - Categories: Uncategorized - Tags: Estate Trust Gift Planning --- - Published: 2023-11-01 - Modified: 2024-12-17 - URL: https://www.adamsbrownwc.com/webinars/tax-loss-harvesting-rmd-planning/ - Categories: Uncategorized - Tags: Tax & Financial Planning --- - Published: 2023-08-04 - Modified: 2025-08-27 - URL: https://www.adamsbrownwc.com/webinars/estate-tax-planning/ - Tags: Estate Trust Gift Planning --- - Published: 2023-01-25 - Modified: 2024-12-17 - URL: https://www.adamsbrownwc.com/webinars/secure-act-2-0/ - Categories: Uncategorized - Tags: Retirement Plan Services --- - Published: 2022-11-15 - Modified: 2025-08-27 - URL: https://www.adamsbrownwc.com/webinars/navigating-a-market-sell-off/ - Tags: Personal Financial Planning --- - Published: 2022-04-20 - Modified: 2025-08-27 - URL: https://www.adamsbrownwc.com/webinars/how-to-pull-through-a-pullback/ - Categories: Uncategorized --- --- ## Events --- ## Guides - Published: 2025-11-01 - Modified: 2025-11-14 - URL: https://www.adamsbrownwc.com/guides/letter-to-my-loved-ones-fillable-guide/ - Categories: Uncategorized - Tags: Wealth Management --- - Published: 2025-01-07 - Modified: 2025-01-11 - URL: https://www.adamsbrownwc.com/guides/navigating-a-sudden-wealth-event/ - Categories: Uncategorized - Tags: Wealth Management --- --- ## Culture ---