Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

Understanding Annuities: Pros, Cons, and Expert Guidance

When it comes to planning for retirement, annuities can be a valuable financial tool—but they’re not for everyone. At Suttle Crossland Wealth Advisors, we believe ...

Understanding Annuities: Pros, Cons, and Expert Guidance

When it comes to planning for retirement, annuities can be a valuable financial tool—but they’re not for everyone. At Suttle Crossland Wealth Advisors, we believe ...

Social Security: What You Need to Know About Upcoming Changes and How They Could Impact You

If you’re like most Americans, Social Security probably plays a big role in your financial future. Whether it’s a core part of your retirement plan ...

Social Security: What You Need to Know About Upcoming Changes and How They Could Impact You

If you’re like most Americans, Social Security probably plays a big role in your financial future. Whether it’s a core part of your retirement plan ...

Decumulation Done Right: Mitigating the Four Big Risks of Retirement

Retirement is the reward for years of hard work and careful planning. But as you transition from building your nest egg to drawing it down, ...

Decumulation Done Right: Mitigating the Four Big Risks of Retirement

Retirement is the reward for years of hard work and careful planning. But as you transition from building your nest egg to drawing it down, ...

2025 Retirement Savings Contribution Limits

The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and the Thrift Savings Plan for government ...

2025 Retirement Savings Contribution Limits

The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and the Thrift Savings Plan for government ...

Social Security and Taxes: Changes for 2025

Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the last several years are now ...

Social Security and Taxes: Changes for 2025

Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the last several years are now ...

Rethinking Diversification: Expanding Your Approach to Tax and Income

Introduction: Diversification Is More Than Asset Allocation When we hear “diversification,” we often think about spreading investments across stocks, bonds, and other asset classes to ...

Rethinking Diversification: Expanding Your Approach to Tax and Income

Introduction: Diversification Is More Than Asset Allocation When we hear “diversification,” we often think about spreading investments across stocks, bonds, and other asset classes to ...

National 401(k) Day Is Here: Are You on Track?

Saving for retirement should be part of every stage of your work life, from your first job to your last years before retirement. A 401(k) ...

National 401(k) Day Is Here: Are You on Track?

Saving for retirement should be part of every stage of your work life, from your first job to your last years before retirement. A 401(k) ...

Required Minimum Distribution Rules Are Updated – Again

Similar to the limits placed on contributions to retirement savings plans when you are working, the IRS also has regulations for how to take money ...

Required Minimum Distribution Rules Are Updated – Again

Similar to the limits placed on contributions to retirement savings plans when you are working, the IRS also has regulations for how to take money ...