If divorce is something you've been thinking about, understanding your accounts, monthly expenses, and income can be a helpful place to start.
https://t.co/2KRBOXHW4I
New Year's resolutions โ can we help?
๐ฅ Salads every day โ โ
๐๏ธ Gym at 6 AM โ โ
๐ด More sleep โ โ
๐ง More water โ โ
๐ธ Getting financially organized โ โ
https://t.co/FBZvht0DUF
What should you do with your holiday bonus?
Treat yourself a little? ๐๏ธ
Put some aside? ๐ฆ
Invest it? ๐
A little planning can help you make the most of your holiday bonus.
https://t.co/XYOoivlvJo
๐ต I'll be home for Christmas
๐ต There's no place like home for the holidays
๐ต Faithful friends gather near to us once more
๐ต Parties for hosting, marshmallows for toasting
Planning for holiday expenses helps keep the season merry.
https://t.co/M33nZjqzx5
Holiday spending escalation:
๐ Gifts ๐
๐ฝ๏ธ Hosting ๐
๐ Driving ๐
๐ "Can I bring someone?" ๐
๐ฆ "It has to arrive by Christmas." ๐
๐ Last-minute thing ๐คฏ
It adds up faster than you think. ๐
https://t.co/HFjvjppf04
RMD season โ
๐ฆ Rhinoceros Motor Derbies
๐ค Robots Meeting Dogs
๐ฆ Raccoon Mischief Detectives
The real RMD = your Required Minimum Distribution โ the amount you Remove from Many retirement accounts by Dec. 31 once you hit 73.
https://t.co/tZpKrQxJAA
The first holiday after a divorce can feel different.
๐ Choose what fits
๐ฌ Set expectations
๐๏ธ Ease the spending
Different doesn't mean diminished.
https://t.co/WtDP1sBEsf
November Market Update:
๐ Early volatility in tech
๐๏ธ Delayed economic data
๐ค AI spending concerns
๐ช Bonds showed some strength as expectations shifted
๐ Global developments eased some tension
#MarketUpdate#Investing
https://t.co/0AJhbIhQ01
Good tidings aren't just something we sing about โ they're also something we can share. ๐โจ
With next year's tax rule changes ahead, 2025 may be a good year for charitable gifts.
https://t.co/fPGQemaf2q
Long-term care planning can help guide your future care decisions โ where you live, how you're cared for, and how your savings are used.
https://t.co/dzvaHWLAUX
We are closing at 1 PM on Wednesday, November 26.
We will be closed on Thursday, November 27 and Friday, November 28 for Thanksgiving.
๐ฆ Have a safe and happy holiday!
Elder financial fraud isn't always obvious โ it may be a phone call, a request for access, or an email that feels "off."
Slowing down and verifying details can help you catch issues early.
#ElderFraud#FinancialPlanning https://t.co/RCQlhOw2m8
Connecticut facts:
๐ Fall foliage โ
๐ Best pizza โ
๐ I-84 traffic โ
๐ธ State taxes on Social Security? ๐ค
Kind of โ it depends on your income.
#Connecticut#RetirementPlanning#SocialSecurity https://t.co/Ua0NY0VRgI
Part A, Part B, Part C, Part D.
Medicare or alphabet soup? ๐ฒ
If you're helping a parent figure it out, you're not alone โ knowing the basics goes a long way.
#Medicare https://t.co/OM44mXEYkD
Tree up now or after Thanksgiving? ๐
Binge the show or pace yourself? ๐บ
We all have our "now" or "later" way of doing things โ and IRAs are no different.
โฐ Roth = pay taxes now
โณ Traditional = pay taxes later https://t.co/5ZpQj3jMtu
Divorce can change your income overnight.
If alimony's part of that equation, it is important to know what it covers, how it fits into your financial plan, and what happens when it stops. https://t.co/6o8CiWKh6T