We close out the turbulent month of November this week with a few more year-end opportunities to make your financial situation better in the new year ahead. My team and I wish you and your family a joyous Thanksgiving!
An obscure provision in the SECURE 2.0 Act will allow some folks to save a whole lot more for retirement beginning next year. (Reading time: 5 minutes)
By coordinating benefits, you and your spouse can save more for retirement than you might think – and possibly get a tax credit in the process. (Reading time: 4 minutes)
There are several ways to lower your 2024 taxes – and perhaps avoid the Medicare surtax – if you take these steps before year-end. (Reading time: 2 minutes)
If you plan to give money to charity this year, consider these three strategies – especially if you’re retired. (Reading time: 4 minutes)
Another SECURE 2.0 provision says you can only convert traditional IRA funds to a Roth IRA after you’ve taken your required minimum distribution. (Reading time: 2 minutes)
Criminals can claim they own your home and have the so-called documents to prove it. Learn how to protect yourself from this growing fraud. (Reading time: 9 minutes)
If you really want to lower your expenses, start where you’re spending the most money. (Reading time: 3 minutes)
Managing your finances can make you anxious – especially around this time of year. Follow these seven steps to lower your stress level. (Reading time: 6 minutes)
Don’t mistake investment volatility for risk. Instead, learn how to turn it into an advantage. (Reading time: 4 minutes)
This is a great time of year to make sure your beneficiary designations are up-to-date. It might also save your loved ones from over-paying taxes. (Reading time: 7 minutes)
Words to the Wise
“Two of the hardest things to do are save when you're young and spend when you're old.”
– Anonymous
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