Beacon Financial Group

If you have a 403(b), 2026 just gave you a bigger opportunity to save.

Contribution limits increased to $24,500 — with even higher catch-up options for those 50+ and a “super catch-up” for ages 60–63.

The takeaway: small annual increases can make a big long-term impact — but only if you take advantage of them.

403(b) Contribution Limits for 2026 403(b) contribution limits for 2026 increased by $1,000 from 2025. That's good news for teachers and other nonprofit workers.

A full house, great conversations, and invaluable insights. Thank you to Professor Jeremy Siegel for joining us for a fireside chat on today’s economical climate. We are grateful to our clients for making Tuesday’s event such a success!

Is Oregon the retirement haven people overlook?

With no sales tax, no state tax on Social Security, strong healthcare rankings, and a temperate climate, it’s easy to see the appeal. But taxes on retirement income and a low estate tax threshold mean planning is key.

The takeaway: where you retire isn’t just lifestyle — it’s strategy.

13 Facts About Oregon as the Retirement Haven You Might Not Know About Looking for a great retirement destination? Oregon has no sales tax, no state tax on your Social Security, highly rated health care and a temperate climate.