We have a lot to talk about today, so let’s jump into it. We read some articles recently about the travel industry and how people are getting back out there and traveling. Many of our clients have been doing some big trips.
If you want to travel and get deals, we’ll share some insight on that topic. You’ll need to think about advanced planning and figure out how you’ll pay for the trip. We’ll also discuss banks and what to do with your cash.
On today’s show, here’s some of what you’ll learn:
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Steps to Take if You’re 5 to 10 Years From Retirement
Life Insurance Questions and Our New Location
The Market in Election Years
What Can We Expect in 2024?
Small Business Planning and the Purpose of Money
Putting Your Extra Cash to Work
What You Need to Know About 2024 Open Enrollment
What You Missed at Our Educational Event
Mid-Year Financial Check-Up – Items to Assess
What We’re Paying Attention to This Summer
Talking Finances With My 21-Year-Old Daughter
Bank Failures, Debt Ceiling And The Market
Paying Off Debt and Relocating
Addressing The Most Pressing Client Retirement Tax Questions From The Past Few Months
What to Know About SECURE Act 2.0
Get to Know Robert Khoury, CEO of Agile Rainmakers
Scenarios for Using Annuities and Life Insurance
Clarification About Inherited IRAs
What Tax Changes Are Coming in 2023?
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