A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out. https://t.co/flZZRvPx7e
In the Weekly Market Commentary, Chief Investment Officer Brent Schutte makes the case that now is not the time for the Fed to take a victory lap. https://t.co/g39wSN13y8
Though an Roth IRA has some pretty sweet tax benefits—there are limits to what you can contribute. Here are the Roth IRA contribution limits for 2024. https://t.co/AWjan8J8Gj
An employer match is a major perk of a 401(k), but did you know you can only contribute a certain amount each year? Here are the contribution limits for a 401(k) in 2024. https://t.co/jms8DQT3T8
Creating and following a budget is one of the best things you can do to support your financial plan. Reach out if you’d like help with yours. https://t.co/T0PbXRZdit
At the end of a long day, your defenses are down and spending is up. So, put down the phone during those late night hours–having a good plan saves you money, and in this instance, maybe you’ll even get to bed earlier, too.
Having a baby is an exciting time! It’s also a good time to update or create your financial plan. Please reach out if you’d like to have a conversation to make sure you’re ready financially for your new baby. https://t.co/UFOqXmbQaf
Last week’s surge in equities and strong market gains have sparked optimism, but are we ignoring warning signs about the economy? Get the latest from our Wealth Management Company Chief Investment Officer Brent Schutte in our Weekly Market Commentary. https://t.co/qcN7F1Xeft
Some of the most memorable experiences don’t cost a dime, but it’s still important to reassess your financial plan towards the end of the year. Ready to get started? Reach out today.
It’s difficult to plan for unexpected expenses that are hard to predict. If you’re looking for strategies to plan ahead, please reach out. https://t.co/ABwRUh9RLC