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Here's What We Think

Financial Resolve: A Humorous Guide to Setting Resolutions and Planning for Success Thumbnail

Financial Resolve: A Humorous Guide to Setting Resolutions and Planning for Success

As we stand on the brink of a new year, it's a golden opportunity to evaluate our financial standing, learn from the past, and set meaningful resolutions for the future. Just as we make personal resolutions for self-improvement, setting financial goals can pave the way for a prosperous and secure future. To guide you through this process, we've crafted a light-hearted yet effective flow chart to help you navigate the maze of financial resolutions.

Insights
4Q 2023 Recap & 1Q 2024 Outlook Thumbnail

4Q 2023 Recap & 1Q 2024 Outlook

Discover key shifts in Q4 markets - Treasury yields, S&P 500's +11.6% gain, and bonds' best return since '89. Explore 2024 outlook: robust economy, housing rebound, and structural shifts. Stay ahead of election noise, focus on non-political factors like interest rate cuts. Your concise guide to navigating financial landscapes.

Investment
2023 In Review: A Focus on Your Financial Plan Thumbnail

2023 In Review: A Focus on Your Financial Plan

As we reflect on the market dynamics of 2023, we want to express our gratitude for your trust and partnership throughout this dynamic year. It has been a journey marked by both opportunities and challenges, and we are dedicated to helping you navigate the uncertainties ahead.

Navigating Key Changes to 401(k) Plans in 2024: Contribution Limits, Match Rules, and Part-Time Employee Eligibility Thumbnail

Navigating Key Changes to 401(k) Plans in 2024: Contribution Limits, Match Rules, and Part-Time Employee Eligibility

Stay ahead in retirement planning with the latest changes to 401(k) plans in 2024. Explore updated contribution limits, match rules, and eligibility criteria for part-time employees. Our comprehensive guide empowers both new and seasoned savers, offering strategies to maximize contributions and understand the tax advantages of traditional and Roth plans. Adapt to the evolving landscape and secure your financial future. Discover the nuances of part-time employee eligibility, ensuring compliance with Secure Act 2.0 regulations. Stay informed, make strategic decisions, and optimize your 401(k) for a successful retirement journey in 2024.

Retirement Funding
Navigating Your $50k+ RMD: A Comprehensive Financial Guide Thumbnail

Navigating Your $50k+ RMD: A Comprehensive Financial Guide

Transform Your $50k+ RMD: A Financial Odyssey! Unlock strategic options, from tax-smart investments to building a legacy for your grandkids. Dive into Qualified Charitable Distributions and navigate the mysteries of Roth Conversions with real-life examples. But proceed with caution – expert guidance is key. Consult seasoned professionals to ensure your wealth grows, your legacy thrives, and your financial future sparkles. Dive into our guide now for a captivating financial adventure!

Retirement Funding