Everyone wants to know. What is going to happen in 2024? Join us as we explore a range of topics, from the outlook of the economy, a potential tax surprise for a lot of people, and some new provisions that will take effect this year.
We’re coming down to the final few days of 2023 and we hope you have all enjoyed a good holiday season. As we close out the year, we wanted to go over a couple of client conversations we had recently dealing with small businesses and the power of money.
Today we want to go over a couple of meetings we’ve had recently with clients who needed to address some specific scenarios.
Last month, we held an educational event and covered a lot of important information. We even featured estate attorney Jennifer Walker, who talked about the estate planning do’s and don’ts. It was a great event and we appreciate everyone that came out. Because we went over a list of key planning items for the year, we wanted to provide all of that information and education for you on the podcast.
As we move beyond the mid-point of the year, we always take this time to have a check-up with clients to run through a number of items that might need attention before the end of the year. Today we’ll share a few of those things, including budgeting, Roth contributions, and SECURE Act 2.0 changes.
Today’s episode will look at how you could possibly establish residency in a different state as part of your tax planning. We will also answer questions regarding what to do when you have a pension with no survivor benefit and how to consolidate your retirement accounts.
oin us as we feature your email questions. We’ll cover paying off your house and financial planning for married couples.
People ask us what our retirement planning process looks like. Join us for part two of our series detailing one couple’s journey through retirement.
People ask us what our retirement planning process looks like. Join us on a two-part series as we detail one couple’s seven year journey through retirement.
We’ve talked for months about the tax code changes. Join us as we outline how these changes will affect your personal finances.
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