We’re starting the new year with a focus on client service. Specifically, this post will re-introduce all the valued members of the RSMA Wealth Management team, who are here and ready to serve you.

Learning new technology can be cumbersome and complicated. But at the same time, RSMA Wealth Management is eager to embrace technology that actually improves the overall client experience without making everything harder.

Here are three new tools available to all RSMA clients.

In this year-end note, we cover key items like capital gains tax rates for 2024, IRMAA income limits, contribution limits for retirement accounts and HSAs next year, tax saving ideas for required minimum distributions (RMDs), and market insights from the past year – and for the year ahead....