
Articles From Lumsden McCormick Financial Services
Are You Ready for an Estate Tax Sunset?
Posted by Jeffrey Budzinski on May 23, 2023
Although this sunset is coming, the good news is that it's still a few years away.
Lumsden McCormick Office Suffers Fire
Posted by Sara Dayton on May 15, 2023
On Sunday, May 14, Lumsden McCormick headquarters at 369 Franklin Street, Buffalo, NY, suffered a fire. Thankfully, no one was in the office at the time and there were no injuries.
Understanding FDIC Insurance
Posted by Jeffrey Budzinski on March 16, 2023
It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited.
SECURE Act 2.0: An Overview
Posted by Austin Robare on March 14, 2023
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.
Don’t Limit Your Business to a State Retirement Plan
Posted by Austin Robare on February 02, 2023
Many states across the nation are passing legislation to provide workers with access to employer-sponsored retirement plans. In this article we introduce you to this legislation and share the benefits of selecting a 401 (k) plan outside of the mandated state option.
What’s My 2023 Tax Bracket?
Posted by on January 31, 2023
Every year, the IRS evaluates and typically adjusts certain tax provisions to account for inflation.