The page advises local investors in Carmel, Indiana, to evaluate a financial advisor’s fiduciary status, fee structure, and compatibility before hiring.

Halter Ferguson Financial delivers customized financial planning through fiduciary advisors focused on client goals rather than product sales.

Halter Ferguson Financial offers local expertise in Indianapolis financial advising, emphasizing personalized service.

Halter Ferguson Financial’s Custom Financial Blueprint provides tailored plans, transparency, and trust to help clients achieve their financial objectives.

High earners 50+ face Roth-only 401(k) catch-ups in 2026. See who’s affected, thresholds, key deadlines, and smart planning moves to discuss with your advisor.

The 2026 retirement contribution limits changed. Here’s what workers, especially those age 50 and older, should know before increasing 401(k) or IRA contributions.

SECURE 2.0’s 10-year rule and required minimum distributions (RMDs) apply to inherited IRAs after 2019. The page details exemptions and steps to avoid the 25% IRS penalty.

The U.S. Treasury will stop producing pennies by 2026 to reduce costs. The page explains potential effects on cash transactions and why Halter Ferguson Financial monitors these changes.

Halter Ferguson Financial provides personalized financial planning and local expertise for clients in Indianapolis.

Halter Ferguson Financial Inc., an Indianapolis-based advisor, specializes in comprehensive financial planning and asset management.