Time to start your 2024 retirement planning. The IRS has announced that they are raising the limits for 401k, 403b and IRA. Make sure you are contacting your plan sponsor and or your advisor to make sure you are on track for the retirement you want. #ira https://t.co/2m7I75AmmQ
The need for long-term care isn't confined to a specific place, age or condition. It can transform your life on multiple levels. This video explores why long-term care planning is a crucial aspect of financial planning. https://t.co/DFaNEM3Ryn
Took a break from creating financial plans and got the "interns" out of the office. While spending most of my time helping others focus on their future its nice to step back and really enjoy the now. #BalancingAct#RaymondJames#JBWM#WorkLifeBalance
It's that time of the year again! Talk to your CPA and Advisor to figure out if a Roth conversion makes sense for your current situation and future plans. Here is an acritical with some of the basics if you've not considered this before. https://t.co/HRBn4dVXoU
An increase in salary doesn't always mean it's worth more. I recently helped a client compare their current employers benefit package to a new job offer they received. Here is an article to help break down what to consider when considering a career change. https://t.co/uHSvJ8IN56
When your family member's memory begins to fade, your role as a caregiver is essential, providing day-to-day support and planning for the future. Here are some tips for identifying the need and having the conversation. https://t.co/VqRRqi2J7v
With new gadgets coming out left and right, what should you do with your old e-waste? Before you toss it in the garbage, consider some of these more sustainable options. https://t.co/bdFGd6kctC
Over 80% of people say that working with an advisor increased their confidence in their financial plan. And we know that when it comes to wealth transfer planning, you can never have enough support. See how the right team of professionals can help put you in control and carry you
While the philanthropic efforts of billionaires have made headlines, charitable giving isn't exclusive to the rich and famous. Director of Charitable Giving Nicole Hisler discusses how families can make an impact through thoughtful, proactive giving plans https://t.co/Rll0bFj25C
I got to cross off another must see stadium last weekend. My beautiful wife Katie Newman Hein took me to the University of Notre Dame vs Clemson University game. Such a great game to watch for an old offensive lineman. Watching the field get stormed after the clock ticked 0:00 ju
"Mortgage rates top 7 for first time since April 2002%"
Are you still trying to buy or have you put it off until rates come back down? https://t.co/j9UEukzgTO
It's never a bad time to review what you are doing to protect yourself. Quick podcast about cybercrime being on the rise. RJ Chief IT Security Officer Todd Ferguson discusses common scams and tips for protecting yourself and your loved ones. Listen here. https://t.co/39VFqsZocu
Inherited IRAs can come with some tricky requirements depending on who you are and who you received your inherited IRA from. Talk to an adviser to help formulate the best withdrawal and investment strategy. I'm happy to answer any questions you have. https://t.co/FPQJqkILNu
My Wife, Son and I had bitter sweet goodbye to our first home last month. It was a house that turned into a home, where we fell in love and added to our family. Fairview was and is a great community but I'm happy that I'll be raising my little demon properly as a Westlake Demon
The months before year-end can be an ideal time to make strategic adjustments. If you have any questions on what this means to you send me a message and I would be happy to go over it with you. https://t.co/anu5qLNN0c
There are quite a few key deadlines between now and New Years. Mark your calendar, and please don't hesitate to reach out if you have any questions. https://t.co/CmZfMRcglg
The arrival of fall also marks the arrival of Medicare open enrollment from October 15 to December 7. During this time, you can take the opportunity to make changes to your coverage options and reevaluate your risks. https://t.co/TQuoNE7ifj
President Biden announced up to $20,000 of student debt relief for qualified borrowers. But what could this mean for the economy and the future of education loans? Washington Policy Analyst Ed Mills weighs in. https://t.co/pdOePgfk80