It’s hard to beat this time of the year with the holidays and everything that comes along with it, and we hope that you enjoyed a wonderful Thanksgiving. We have a lot to be thankful for and hope you do as well when you look back on this year and what’s to come in 2024.
Today we want to go over a couple of meetings we’ve had recently with clients who had needed to address some specific scenarios. In each of these scenarios, we’ll share the process we went through and the different options we considered before helping them determine the best path forward.
Here’s some of what we discuss in this episode:
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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
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
Traveling Tips and Picking a Bank
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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