News & Insights

Welcome to the Hazlett, Burt & Watson News and Insights page—your trusted source for insights on financial planning, investment strategies, market updates, and wealth management. Here, we share timely articles, expert commentary, and firm news designed to help individuals and families across West Virginia, Ohio, and Pennsylvania make informed financial decisions. Whether you're planning for retirement, managing assets, or navigating economic trends, our content is tailored to support your financial journey with clarity and confidence.

A light-filled city office smiling and gesturing toward a tablet screen showing a bar graph titled "530A ACCOUNT GROWTH." She is meeting with a young couple and their toddler

February 20, 2026

Michael T. Barickman

Starting in 2026, the SECURE 2.0 Act mandates that catch-up contributions for earners over $150,000 be made on a Roth basis. Learn how this tax shift affects your long-term retirement strategy.

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A medium shot captures three diverse professionals, a woman and two men, collaborating around a table in a modern office, looking at a transparent holographic display projecting from a laptop that shows a document

February 6, 2026

Michael T. Barickman

The "One Big Beautiful Bill Act" streamlines New Hampshire’s rebate processes. This post explores how the SBO simplifies funding for residents, ensuring efficient access to essential environmental and clean water programs.

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Gemini said A professional medium shot of three diverse individuals in a bright, modern office, focused on a tablet that displays the text "IRS GUIDANCE: 530A ACCOUNTS."

January 16, 2026

Michael T. Barickman

Discover the new IRS 530A guidance for Trump Accounts. These tax-deferred savings vehicles for children feature $5,000 annual limits and a one-time $1,000 federal contribution for eligible babies.

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