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Money Managers, Inc.
Small group health insurance plans are designed specifically for businesses with as few as two employees (including the owner) to those with up to 50 employees — and they can be a smart way to support both your team and your bottom line.
Here’s why small group benefits are worth exploring:
✅ Lower costs compared to individual plans
✅ More competitive, comprehensive coverage
✅ Potential tax perks (including up to a 50% tax credit for eligible employers)
✅ Happier, healthier employees who feel valued
If you’re a small business owner or part of a team that might qualify, now’s a great time to explore your options. Give us a call today. We’d be happy to help you compare plans and find the right fit for your team.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
As the year draws to a close, we want to share our hope that this holiday season brings each of you peace, joy, and time to recharge with the people who matter most.
Please also note: Our office will be closed from December 24th to 26th, allowing our team to enjoy a well-deserved break.
Happy Holidays!
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
On July 18, 2025, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025, or ‘GENIUS Act’ — the first U.S. law specifically regulating dollar-backed stablecoins — was signed into law.
While the GENIUS Act opens the door to faster, more transparent payments, it also raises important questions about consumer protection, security, and liquidity. Swipe for more information.
Curious about what this means for your financial strategy? Let’s connect — we’re here to help you navigate the evolving world of digital assets.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
The holidays are a season of giving, and one of the best gifts you can share with your team is meaningful employee benefits. Great benefits not only support your employees; they also strengthen morale and boost retention.
Now is the perfect time to rethink your employee benefits strategy for the new year. Call our office today to discuss your options.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
One of the best gifts you can give yourself this holiday season is a secure financial future.
Reach out today to schedule an initial wealth management consultation, tailored to your unique needs.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
This holiday season, give your team the gift of long-term financial security.
Offering a 401(k) plan with employer matching isn’t just a smart business move; it’s a meaningful way to show your employees their future matters. A well-designed plan can boost morale, reduce turnover, and create a workplace where people feel valued year-round.
Let’s make this season about lasting impact. Reach out to learn how we can help you implement or enhance your 401(k) offering.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
December will be over before we know it, so we’re sharing an urgent reminder about annual required minimum distributions. Take a look below at key information for Americans who are 73 years or older.
🔹If you turned 73 in 2025, you have until April 2026 to take your first distribution. However, you will need to take your second distribution by December 31, 2026. Taking both in 2026 could have negative tax impacts. Discuss the best course of action with your financial advisor.
🔹If you’re age 74 or older, the IRS requires you to take an RMD from certain retirement accounts by December 31st.
🔹Applicable accounts include: Traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s, 403(b)s, and 457(b)s. However, the IRS does not require RMDs from Roth IRAs, Roth 401(k)s, or Roth 403(b)s while the account holder is living.
🔹Missing the deadline could result in a penalty of 25% of the RMD amount and 10% if corrected within two years for IRAs.
Have questions about RMDs or other investing matters? Give us a call today.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
The Federal Reserve announced a rate cut this December, marking an important shift in the economic landscape. For investors, borrowers, and anyone planning their financial strategy, this change could influence everything from loan costs to long-term portfolio decisions.
Our team is closely monitoring how this move may impact markets heading into the new year. If you have questions about what this means for your financial plan, we are here to help.
#FinancialPlanning #MarketUpdates
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:
✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.
Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.
If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.
Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
This Hanukkah, we’re sending warm wishes to all who celebrate. May these eight days be filled with light, joy, and meaningful moments with the ones you love.
Wishing you a season of peace, happiness, and cherished traditions. Chag Sameach!
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm