The Laughing Heir – and How to Avoid Leaving Your Assets to One (or More!)
While we at Rigby Financial Group advise all our clients to have wills drafted and to update them regularly for any life-changing event (e.g., the birth of a child or grandchild, divorce, marriage or remarriage, the death of a loved one), not everyone has a will in place. In fact, some 43% of people aged […]
Tariffs, Tariffs, Tariffs! What Can You Do to Protect Your Business?
Well, here they are – and maybe there they go, at least a couple of them. Tariffs figured significantly in President Trump’s campaign, and he wasted little time in springing them. Of course, we’ve been hearing about them in prospect, and since President Trump announced, on February 1, 2025, which was a Saturday, that tariffs […]
Dealing With the Unexpected – Record-Breaking Snowfall in New Orleans
We’ve written before about preparing for the unexpected – and often in relation to weather. But in New Orleans, unexpected weather usually means hurricanes. But from late Monday through Tuesday, January 20-21, 2025, New Orleans experienced record-breaking snowfall – it was at least 10 inches, and the previous New Orleans record was 2.7 inches – […]
What to Leave OUT of Your Will
We advise every client who comes to us intestate to have a will drafted, and we ask those with wills to provide copies so we can review them. But what, properly speaking, really should be left out of your will? Here are some examples: Jointly Held Property Jointly held property will, upon your death, become […]
IRS Proposes Regulations Governing Retirement Plan Catch-Up Contributions Under SECURE 2.0
On Friday, January 10, 2025, the Internal Revenue Service released its proposed regulations (REG-101268-24) on catch-up contributions to employer-sponsored retirement plans (specifically 401(k), 403(b), SEP and SIMPLE plans), with particular reference to the changes to such catch-up contributions enacted under SECURE 2.0, signed into law as part of an omnibus package by President Biden on […]
We Celebrate Serving You!
Today, January 17, 2025, marks Customer Service Day. So, today, Rigby Financial Group celebrates our clients, colleagues and readers! We pride ourselves on our customer service but are always looking for ways to improve it further. We aspire to provide the Four Seasons, white-glove version of service to all our clients, and our best information […]
The Future of the Biden Overtime Rule . . . ?
With the November 15, 2024 ruling by the United States District Court for the Eastern District of Texas (District Court, E.D. Texas) that the new rule governing overtime pay to employees, issued on April 23, 2024 by the U;S. Department of Labor (DOL) was unconstitutional, and banning its implementation nationwide, this issue may be a […]
Will the New Administration Extend the TCJA’s Provisions?
This new year of 2025 is likely going to bring us some big changes. One question of particular concern to us – and, we assume, to our readers – pertains to changes to the tax code the incoming administration may foster. In particular, the Tax Cuts and Jobs Act of 2017 was the signature achievement […]
2025 – A New Year In, Meditations and Resolve
As we stand on the threshold of a new year, I am reminded of the timeless wisdom of the Stoic philosophers, whose teachings continue to inspire and guide us in both our personal and professional lives. Embracing Change and Opportunity The dawn of a new year presents us with a unique opportunity for growth and […]
Happy Holidays from Rigby Financial Group!
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