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’ll give you a high-level look at what we’re paying attention to and what we’re discussing with our clients as the year begins. There’s plenty to address within your financial plan and this episode will cover a number of those things.
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
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
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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