Construction 401(k)

We have Chad Prinkey joining us today and signing his book Well Built at the Associated Builders and Contractors conference. Stop by and say hi to grab your copy! Well Built Construction Consulting

We’re excited to be at the Associated Builders and Contractors Convention in Las Vegas celebrating 75 years! Stop by and see us in the Total Human Health Pavilion!

Join us next Tuesday as Ryan E. Staton, MBA, AIF?, CFP?, CExP?, ChFC?takes a deep dive into the financial markets, reflecting on the lessons of 2024 and looking ahead to emerging trends in 2025. This webinar is packed with insights to help you understand key economic drivers, navigate potential challenges, and capitalize on opportunities. Save your seat today for this must-attend event!

We would like to congratulate our very own Polina Bolotnikova on her graduation from Penn State York this past Friday! Polina graduated Cum Laude at the top of her class with two degrees. Some highlights of the past two years for Polina were serving as President for the Future Business Leaders of America, Inc. (FBLA) and winning first place at the FBLA National Leadership conference for her Finance Case presentation in Orlando! Two years ago, we were lucky enough to be introduced to Polina and she started her internship with StatonWalsh in January of 2023. Over these past two years, Polina has blown us away with her passion and dedication to learning the Financial Planning business. Polina has an incredible future ahead of her and we are excited to announce she will be officially starting with us full time on January 1st! Help us congratulate Polina on her graduation and coming on full time with StatonWalsh!

??? Celebrating 5 Years of Purpose, Growth, and Community ??? This holiday season is extra special for all of us at StatonWalsh as we celebrate 5 incredible years since our journey began. What started as a vision to connect wealth with purpose has grown into a thriving community of clients, colleagues, and partners who inspire us every single day. ?? Tonight, we gathered as a team—along with our families—to celebrate not only this milestone but also the joy of the holiday season. This was more than just a party; it was a reflection of the relationships, hard work, and dreams that have brought us here. ?? What we’re grateful for this season: ?? The trust and loyalty of our amazing clients. ?? The dedication and heart of our incredible team. ?? The love and support of our families, who make everything we do possible. Looking back, we’re filled with gratitude for the past five years—and looking forward, we’re more excited than ever to continue helping you achieve your goals and create lasting legacies. ? Thank you for being part of the StatonWalsh family. Here’s to another 5 years of connection, purpose, and success! ? #StatonWalshTurns5 #PurposeDrivenWealth #FamilyCelebration #Gratitude #ChristmasMagic

?? 401(k) Compliance Checklist: What Every Employer Needs to Know ?? Employers, ensuring your company’s 401(k) plan stays compliant isn’t just good practice—it’s essential for avoiding costly penalties and keeping your employees’ retirement plans on track. ? Here’s a quick checklist to help you stay on top of 401(k) compliance: ?? Plan Document Updates: Ensure your 401(k) plan document reflects the latest regulations. ?? Nondiscrimination Testing: Conduct annual ADP/ACP tests to confirm fairness across employee contributions. ?? Timely Contributions: Deposit employee contributions as soon as administratively possible. ?? Required Notices: Distribute notices like Safe Harbor or Summary Plan Descriptions on time. ?? Review Employer Match: Verify that matches are calculated and applied accurately. ?? Annual Filing: Complete your Form 5500 and maintain accurate records. ?? Pro Tip: Regular audits and working with a qualified advisor can help ensure your 401(k) plan remains compliant while offering the best value to your employees. At StatonWalsh, we specialize in helping employers manage and optimize their retirement plans. Let us guide you through every step to make compliance stress-free. ?? Need help navigating 401(k) compliance? Schedule a consultation with our experts today! ??https://lnkd.in/eMEtwt8B ??Check put our blog post to learn more: https://lnkd.in/eYV7Yb6g #401kCompliance #EmployerResources #RetirementPlanning #StatonWalshAdvisors #WealthForPurpose ???At StatonWalsh our mission is to empower business leaders to build the bridge between wealth and purpose.

???? Happy Thanksgiving from StatonWalsh! ???? This Thanksgiving, we’re grateful for YOU – our clients, community, and partners. Your trust and dedication inspire us every day to help you achieve your financial goals and live a life of purpose. ????? May your day be filled with love, laughter, and the warmth of family and friends. May your home be filled with joy, your table with delicious food, and your hearts with gratitude. As we count our blessings, we hope this season brings you peace, happiness, and cherished memories to last a lifetime. From our family to yours, we wish you a safe and beautiful Thanksgiving! ?? We’d love to hear from you! Share in the comments: What are YOU most grateful for this year? ???? #Thanksgiving #Gratitude #FinancialFreedom #StatonWalsh #PurposeDrivenWealth

?? Weekly Market Recap: Stocks Advance Despite Challenges ?? Last week brought a mix of pre-holiday optimism, economic resilience, and some bumps along the way, but the markets pushed forward! Here's a quick breakdown: ? Market Highlights: S&P 500: +1.68% Nasdaq Composite: +1.73% Dow Jones: Leading the pack with +1.96%! Russell 2000 (Small-Cap Index): Surged +4.50%, showcasing strong investor interest in smaller-cap names. ?? What Fueled the Rally? Optimism around a strong holiday shopping season Weekly jobless claims dropped to a 7-month low Investor focus on small-cap stocks, with the Russell 2000 showing a nearly 9% gain for November! ?? The Challenges: Geopolitical tensions kept pressure on Treasury yields Disappointing earnings reports from a large retailer and an AI chipmaking leader tempered gains ?? What’s Ahead This Week: Keep an eye on economic data releases like consumer confidence, GDP, and durable goods orders, plus major earnings reports from companies like Dell (DELL) and CrowdStrike (CRWD). ?? Bonus Tip: Going grocery shopping this week? Reduce waste by bringing your own containers or opting for bulk and recyclable packaging. Every small step helps! ?? Want to learn how these market movements impact your portfolio? Check out our Weekly Market Insight Blog Post: #MarketRecap #Stocks #InvestmentPlanning #StatonWalsh #FinancialFreedom

?? BREAKING NEWS: 2025 Retirement Plan Contribution Limits Are Here! ?? As we look ahead to 2025, it's the perfect time to review your retirement strategy. The IRS has announced new contribution limits for retirement accounts, giving you even more opportunities to build a secure financial future. ???? Here’s what you need to know: ?? 401(k) Contribution Limit: Increased to $23,500 (up from $23,000). ?? Catch-Up Contributions (age 60-63): Now up to $11,250?(up from $7,500). ?? SIMPLE 401(k)?Contribution Limit: Raised to $16,500 (previously $16,000). ?? IRA Contribution Limit: Stayed at $7,000. ? Take Advantage Now: Maximizing your contributions is one of the best ways to grow your retirement nest egg. Let’s make sure you’re on track to reach your financial goals. ?? Have questions about how these changes impact your retirement plan? Our team at StatonWalsh is here to guide you. Schedule a consultation today to align your investment strategy with these new limits. ???? ?? https://lnkd.in/eMEtwt8B #FinancialPlanning #RetirementGoals #2025ContributionLimits #StatonWalshAdvisors #WealthBuilding ??? At StatonWalsh, we connect your wealth with your purpose.

Last week we were honored to be the sponsor for ABC Chesapeake Shores Chapter Eastern Shore Clay shoot. We couldn’t have asked for a better day at SALISBURY GUN CLUB INC!